Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
American Century Investment Managem
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 26 retirement plans with 100 or more participants reported paying American Century Investment Managem $5,000 or more. Those plans cover 34,344 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $0. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (22), New Jersey (2) and Ohio (1).
In 2009 it appeared on 38 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | — | — | — |
| Compensation as a share of plan net assets | — | — | — |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Eurofins Scientific, Inc. 401(k) Incentive Savings Plan | Eurofins NSC US, Inc. | PA | 19,888 | $1.28B | $0 |
| Presbyterian Senior Living 403(b) Plan | Phi d/b/a Presbyterian Senior Living | PA | 2,606 | $31.9M | $0 |
| HB Global 401(k) Plan | HBG, Inc. | PA | 2,066 | $109M | $0 |
| Steamfitters Surety Fund Local Union No 475 | Board of Trustees Steamfitters Surety Fund Local 475 | NJ | 1,850 | $174M | $0 |
| Presbyterian Senior Living Defined Contribution Retirement Plan | Phi d/b/a Presbyterian Senior Living | PA | 1,326 | $20.3M | $0 |
| United Church of Christ Homes Retirement Plan | United Church of Christ Homes | PA | 982 | $37.1M | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products Co., Inc. | PA | 665 | $101M | $0 |
| Lane's Retirement Savings and Pension Plan | Lane Enterprises Holdings, Inc. | PA | 539 | $35.1M | $0 |
| Schaedler Yesco Distribution Inc. 401(k) Plan | Schaedler Yesco Distribution Inc. | PA | 501 | $40.6M | $0 |
| Providence Place 401(k) Retirement Plan | G M Leader Corporation | PA | 458 | $6.9M | $0 |
| United Disabilities Services Foundation 401(k) Plan | United Disabilities Services Foundation | PA | 393 | $7.5M | $0 |
| Brubacher Excavating, Inc. 401(k) Profit Sharing Plan | Brubacher Excavating, Inc. | PA | 338 | $21.8M | $0 |
| MetLife Legal Plans 401(k) Retirement Savings Plan | MetLife Legal Plans, Inc. | OH | 323 | $16.6M | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate, Inc. | PA | 314 | $27.9M | $0 |
| Valco 401(k) Plan | Vallorbs Jewel Company | PA | 245 | $16.7M | $0 |
| Barley Snyder Profit Sharing Plan | Barley Snyder LLP | PA | 233 | $32.2M | $0 |
| The Juniata Valley Bank 401(k) Plan | The Juniata Valley Bank | PA | 215 | $15.2M | $0 |
| Cargas Systems Inc. 401(k) Plan | Cargas Systems Inc. | PA | 210 | $18.4M | $0 |
| Thomas, Thomas & Hafer, LLP Retirement Plan | Thomas, Thomas & Hafer, LLP | PA | 200 | $46.3M | $0 |
| Apex Retirement Savings Plan | Schubemo Holdings, Inc. | MO | 163 | $5.2M | $0 |
| Franklin Mutual Profit Sharing Plan | Franklin Mutual Insurance Company | NJ | 154 | $31.3M | $0 |
| Heritage & Est 401(k) Plan | Eastern Shore Transport, LLC | PA | 145 | $8.7M | $0 |
| Pennon Organization 401(k) Retirement Plan | Pennon Organization | PA | 141 | $12.4M | $0 |
| LNP Media Group, Inc. 401(k) Retirement Plan | Pennon Organization | PA | 139 | $5.1M | $0 |
| The Northumberland National Bank 401(k) Plan | The Northumberland National Bank | PA | 137 | $8.8M | $0 |
| Pennsylvania Medical Society 401(k) Retirement Savings Plan | Pennsylvania Medical Society | PA | 113 | $17.8M | $0 |
Questions and answers
How many plans does American Century Investment Managem serve?
26 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay American Century Investment Managem?
Too few plans report a compensation amount to give a median.
What services are reported?
The service codes most often attached to it are Investment management (25 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.