Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULY BUSINESS SERVICES
EIN 74-2715820financial servicesLatest filing 2024
Plans
4
Retirement
4
$140.2M assets
Welfare
0
Participants
10,221
400 AUSTIN AVENUE, SUITE 1200 - WACO, TX 76703254-296-4015julyservices.comLinkedIn201-500 employeesfinancial services
Retirement portfolio analytics
4 plans aggregated / $140.2M assets / 10,221 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- JULY BUSINESS SERVICES81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JULY POOLED EMPLOYER PLAN #2
401k
Assets$52.9M
Participants5,382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JULY POOLED EMPLOYER PLAN #1
401k
Assets$48.2M
Participants3,785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JULY BUSINESS SERVICES 401(K) PLAN
401k
Assets$26.2M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JULY POOLED EMPLOYER PLAN #3
401k
Assets$12.9M
Participants794
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JULY POOLED EMPLOYER PLAN #2 | 401k | $52.9M | 5,382 | 2024 | |
| 002 | JULY POOLED EMPLOYER PLAN #1 | 401k | $48.2M | 3,785 | 2024 | |
| 001 | JULY BUSINESS SERVICES 401(K) PLAN | 401k | $26.2M | 260 | 2024 | |
| 004 | JULY POOLED EMPLOYER PLAN #3 | 401k | $12.9M | 794 | 2024 |
Retirement plans