LISA Banning signed American Century Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Century Services, LLC's EIN is 44-0619208.
Download the official 2024 Form 5500 (PDF) for American Century Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Century Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAVAR CAPITAL PARTNERS GROUP L | 85-3721708 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $60K | — |
| HALYARD FINANCIAL LLC | 82-3310677 | — | NONE | $18K | — |
| ONE ADVISORY PARTNERS LLC | 45-4357540 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $6K | — |
| GREENUP STREET WEALTH | 85-3245392 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| January 2029) * Charles Schw ab Self-directed brokerage account | Self-Directed Brokerage | — | — | $169.0M | 15.5% | |
| AMCENT RET DATE 2035 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $89.5M | 8.2% | |
| The Vanguard Group Funds Vanguard Institutional Index Registered Investment Company | Mutual Funds | — | — | $79.5M | 7.3% | |
| US Premium Large Cap Collective Investment Trust | Common Collective Trusts | — | — | $65.1M | 6.0% | |
| AMERICAN CENTURY USPREM LRGCAP GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $65.1M | 6.0% | |
| AMCENT RET DATE 2030 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $59.3M | 5.4% | |
| American Century Companies, Inc. Class C common stock | Common Stocks | — | $43.4M | $54.1M | 4.9% | |
| AMCENT RET DATE 2045 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $50.5M | 4.6% | |
| AMCENT RET DATE 2040 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $43.3M | 4.0% | |
| US Value Yield Equity Trust 1 Collective Investment Trust | Common Collective Trusts | — | — | $42.3M | 3.9% | |
| AMER CENTURYY U.S VAL YIELD EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $42.3M | 3.9% | |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $33.7M | 3.1% | |
| US Large Cap Grow th Equity Trust Collective Investment Trust | Common Collective Trusts | — | — | $33.7M | 3.1% | |
| AMER CENTURY U.S LRG CAP GRW EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $33.7M | 3.1% | |
| Heritage Fund Registered Investment Company | Common Stocks | — | — | $29.1M | 2.7% | |
| US Small Cap Grow th Collective Investment Trust | Common Collective Trusts | — | — | $24.2M | 2.2% | |
| AMERICAN CENTURY US SMCAP GR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 005 | Common Collective Trust | — | — | $24.2M | 2.2% | |
| AMCENT RET DATE 2025 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $24.1M | 2.2% | |
| In Retirement Trust Collective Investment Trust | Common Collective Trusts | — | — | $22.4M | 2.0% | |
| AMERICAN CENTURY RET DATE TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $22.4M | 2.0% | |
| AMCENT RET DATE 2050 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $21.2M | 1.9% | |
| US Small Cap Value Equity Trust 1 Collective Investment Trust | Common Collective Trusts | — | — | $20.5M | 1.9% | |
| AMER CENTURYY U.S SMLCAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $20.5M | 1.9% | |
| Focused Global Grow th Fund Registered Investment Company | Common Stocks | — | — | $20.4M | 1.9% | |
| Vanguard Total Bond Market Index Registered Investment Company | Mutual Funds | — | — | $20.2M | 1.8% | |
| US Mid Cap Value Equity Trust 1 Collective Investment Trust | Common Collective Trusts | — | — | $15.6M | 1.4% | |
| AMER CENTURYY U.S MIDCAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $15.6M | 1.4% | |
| Vanguard Total International Stock Index Registered Investment Company | Mutual Funds | — | — | $15.5M | 1.4% | |
| Value Fund Registered Investment Company | Common Stocks | — | — | $15.2M | 1.4% | |
| Vanguard Small Cap Index Registered Investment Company | Mutual Funds | — | — | $14.3M | 1.3% | |
| Emerging Markets Equity 1 Collective Investment Trust | Common Collective Trusts | — | — | $14.2M | 1.3% | |
| AMERICAN CENTURY EMMKTS EQ I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $14.2M | 1.3% | |
| Am erican Century Funds * Diversified Bond Fund Registered Investment Company | Common Stocks | — | — | $13.1M | 1.2% | |
| AMCENT RET DATE 2055 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.9M | 1.1% | |
| Vanguard Mid Cap Index Registered Investment Company | Mutual Funds | — | — | $11.8M | 1.1% | |
| AMCENT RET DATE 2060 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.1% | |
| US Real Estate Securities Trust Collective Investment Trust | Common Collective Trusts | — | — | $9.6M | 0.9% | |
| AMER CENTURY U.S. RE SECU EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $9.6M | 0.9% | |
| AMCENT NON US SM CAP TST I SEI TRUST COMPANY · EIN 27-0573049 / PN 019 | Common Collective Trust | — | — | $9.6M | 0.9% | |
| High Income Fund Registered Investment Company | Common Stocks | — | — | $8.8M | 0.8% | |
| Non US Concentrated Grow th Collective Investment Trust | Common Collective Trusts | — | — | $8.7M | 0.8% | |
| AMCENT NONUS CONCENTRATED GRTH GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 023 | Common Collective Trust | — | — | $8.7M | 0.8% | |
| AMERICAN CENTURY INFL ADJ BDR6 Registered Investment Company | Common Stocks | — | — | $5.9M | 0.5% | |
| Global Gold Fund Registered Investment Company | Common Stocks | — | — | $5.7M | 0.5% | |
| AMCENT RET DATE 2065 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.4% | |
| Participant Loans Promissory notes | Participant loans | — | — | $3.2M | 0.3% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $50K | <0.1% |
