Plan Snapshot
- Plan Sponsor: American Century Services, LLC
- Sponsor EIN: 440619208
- Sponsor Address: 4500 MAIN STREET, KANSAS CITY, MO, 641117709
- Plan Type: 401(k)
- Total Participants: 1,410
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,410 | $1.1B | $22.8M | $22.9M |
| 2023 | 1,433 | $977.0M | $22.5M | $22.4M |
| 2022 | 1,437 | $855.8M | $21.3M | $20.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $59,693 | — | $59,693 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $44,561 | — | $44,561 |
| HALYARD FINANCIAL LLC | Other Service Provider | $18,446 | — | $18,446 |
| KAVAR CAPITAL PARTNERS GROUP L | Other Service Provider | $10,643 | — | $10,643 |
| ONE ADVISORY PARTNERS LLC | Other Service Provider | $7,902 | — | $7,902 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $6,378 | — | $6,378 |
| MONETA GROUP INVESTMENT ADVISO | Other Service Provider | $5,743 | — | $5,743 |
| GREENUP STREET WEALTH | Other Service Provider | $5,377 | — | $5,377 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,743
- Estimated Expense Ratio: 0.015% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $160,554 | $152,379 | — | — | — |
| 2023 | $101,004 | $94,623 | — | — | — |
| 2022 | $89,615 | $58,830 | — | — | — |