Filings through .
July Business Services
Matched across 12 name variants in the filings
July Business Services summary
July Business Services appears on 204 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.7B in assets for 97,032 participants. The median client plan holds $12.4M. Most client plans are sponsored in TN, TX and OH. The largest clients by plan assets are Summit Medical Group, PLLC, Group Plan Systems, LLC and July Business Services. Plans reported $7.6M in direct and indirect compensation paid to July Business Services. The median is $17K per plan.
- Participants
- 97,032
- Median plan assets
- $12.4M
- Median plan participants
- 247
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- TNParticipants 2,259
- OHParticipants 10,226
- TXParticipants 5,584
- UTParticipants 722
- TNParticipants 1,195
- Cimplify$103MTNParticipants 483
- Highline Warren LLC$90.7MTNParticipants 1,714
- CAParticipants 1,349
- MSParticipants 970
- IAParticipants 449
- TXParticipants 7,362
- NYParticipants 1,030
- TXParticipants 141
- Extraco Corporation$66.7MTXParticipants 442
- TNParticipants 485
- TXParticipants 195
- Tropacaval Media, LLC$62.4MTXParticipants 2,493
- TXParticipants 768
- D4C Dental Brands, Inc.$58.1MGAParticipants 3,285
- UTParticipants 740
- LAParticipants 155
- Inwood National Bank$52.8MTXParticipants 238
- Hill Wiremasters$50.8MTNParticipants 345
- TNParticipants 243
- Ohnward Bancshares, Inc.$43.8MIAParticipants 325
Top client states
- TN34 plans
- TX30 plans
- OH22 plans
- CA20 plans
- IL13 plans
Frequently asked questions
- Who uses July Business Services?
- 204 retirement plans list July Business Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Summit Medical Group, PLLC, Group Plan Systems, LLC, July Business Services, Campbell Scientific, Inc. and Lawrence Gateway, LLC. Most client plans are sponsored in TN, TX and OH.
- How many plans does July Business Services serve?
- July Business Services serves 204 retirement plans with $4.7B in plan assets and 97,032 participants, based on the latest Form 5500 filings through 2024.
- What does July Business Services charge?
- Plans reported $7.6M in total Schedule C compensation paid to July Business Services. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name July Business Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 73 |
| Fidelity (FMR) | 51 |
| Capital Group | 37 |
| TIAA (Nuveen) | 30 |
| JPMorgan | 30 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.