# July Business Services 401(k) Plan
Source: https://planprovider.pro/companies/july-business-services-401k-plan-002

> July Business Services's 401(k) plan: 3,275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** July Business Services

- **Sponsor EIN:** 742715820

- **Sponsor Address:** P.O. BOX 2208, WACO, TX, 76703

- **Plan Type:** 401(k)

- **Total Participants:** 3,275

- **Total Assets:** $48.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,275|$48.2M|$4.8M|$9.8M|

| 2023|1,659|$25.7M|$3.4M|$6.1M|

| 2022|1,125|$11.3M|$1.3M|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JULY BUSINESS SERVICES|RECORD KEEPER|$326,266|—|$326,266|

| HOLBROOK & MANTER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JULY BUSINESS SERVICES](https://planprovider.pro/provider/july-business-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $326,266

- **Estimated Expense Ratio:** 0.677% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$326,266|—|$326,266|—|—|

| 2023|$187,584|—|$187,584|—|—|

| 2022|$57,334|—|$57,334|—|—|

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