Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $6,314 |
14 funds of $250K or more; 19 lines in all, holding $20.7M of the plan's $20.7M. From the 2024 filing. Recordkeeper: July Business Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.5M | 12.2% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $2.4M | 11.8% |
| Vanguard Growth and Income Fund Vanguard · Mutual fund | $2.0M | 9.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1.9M | 9.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $1.9M | 9.2% |
| Wells Fargo Stable Value Allspring · Stable value Stable value | $1.7M | 8.4% |
| American Funds Bond Fund of Amer Capital Group · Mutual fund | $1.5M | 7.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.3M | 6.4% |
| Neuberger Small Cap Growth Fund Neuberger Berman · Mutual fund | $1.2M | 5.7% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $1.2M | 5.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.