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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $18,927 |
4 funds of $250K or more; 13 lines in all, holding $3.0M of the plan's $3.1M. From the 2025 filing. Recordkeeper: July Business Services.
Target-date series: BlackRock LifePath, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $1.3M | 45.1% |
| borrower, lessor, rate of interest, collateral Manager not matched · Other | $560K | 19.0% |
| Fidelity Advisor Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $392K | 13.3% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $207K | 7.0% |
| Vanguard Developed Mrkts Index Fund Admiral Registered investment company Vanguard · Mutual fund Index | $129K | 4.4% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $77K | 2.6% |
| American Balanced Fund R5 Mutual Fund Capital Group · Mutual fund | $73K | 2.5% |
| DFA Emerging Mrkts Core Equity Portfolio Inst Dimensional · Mutual fund | $52K | 1.8% |
| Schwab Fundamental Emerging Mrkts Equity Charles Schwab · Mutual fund | $49K | 1.6% |
| DFA Intntl High Relative Profitability Portfolio Registered investment company Dimensional · Mutual fund | $34K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.