American Century Retirement Plan
Sponsored by American Century Services, Llc · EIN 440619208 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 1,410
- With balances
- 2,280
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Halyard Financial, Llc CRD 291570 | deterministic · 100% | 2024 |
| Kavar Capital Partners Group, Llc CRD 311744 | fuzzy_auto · 99% | 2024 |
| One Advisory Partners, Llc CRD 161614 | deterministic · 100% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
| Greenup Street Wealth Management Llc CRD 311391 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $59,693 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $44,561 |
| Halyard Financial Llc | Investment advisory (participants), Direct payment from the plan | $18,446 |
| Kavar Capital Partners Group L | Investment advisory (participants), Direct payment from the plan | $10,643 |
| One Advisory Partners Llc | Investment advisory (participants), Direct payment from the plan | $7,902 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $6,378 |
| Moneta Group Investment Adviso | Investment advisory (participants), Direct payment from the plan | $5,743 |
| Greenup Street Wealth | Investment advisory (participants), Direct payment from the plan | $5,377 |