Filings through .
Filed October 9, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $7,810 |
5 funds of $250K or more; 26 lines in all, holding $4.4M of the plan's $4.5M. From the 2024 filing. Recordkeeper: July Business Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $702K | 16.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $594K | 13.6% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $316K | 7.2% |
| Federated Hermes MDT Large Cap Value Fund Class R6 Shares Federated Hermes · Mutual fund | $284K | 6.5% |
| SPDR Portfolio S&P 400 Mid Cap EFT State Street (SSgA) · ETF Index | $269K | 6.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $246K | 5.6% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $238K | 5.4% |
| MFS International Equity Fund MFS (Sun Life) · Collective trust | $217K | 5.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $206K | 4.7% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $156K | 3.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.