# July Business Services 401(k) Plan
Source: https://planprovider.pro/companies/july-business-services-401k-plan-003

> July Business Services's 401(k) plan: 4,752 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:** 4,752

- **Total Assets:** $52.9M

## 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|4,752|$52.9M|$5.3M|$11.9M|

| 2023|2,860|$37.9M|$3.0M|$7.8M|

| 2022|1,930|$17.1M|$1.5M|$3.9M|

## 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|$464,900|—|$464,900|

| 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:** $464,900

- **Estimated Expense Ratio:** 0.879% 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|$464,900|—|$464,900|—|—|

| 2023|$238,880|—|$238,880|—|—|

| 2022|$75,344|—|$75,344|—|—|

## Similar Plans

- [July Business Services](https://planprovider.pro/companies/july-business-services-401k-plan-002) — 3,275 participants

- [Patient Accounting Service Center LLC Dba Getixhealth LLC](https://planprovider.pro/companies/patient-accounting-service-center-llc-dba-getixhealth-llc-plan) — 817 participants

- [July Business Services](https://planprovider.pro/companies/july-business-services-401k-plan-004) — 705 participants

- [Alliantgroup LP](https://planprovider.pro/companies/alliantgroup-lp-401k-plan) — 586 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/july-business-services-401k-plan-003)

© 2026 PlanProvider.Pro