# July Business Services 401(k) Plan
Source: https://planprovider.pro/companies/july-business-services-401k-plan-004

> July Business Services's 401(k) plan: 705 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:** 400 AUSTIN AVENUE, SUITE 1200, WACO, TX, 76701

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

- **Total Participants:** 705

- **Total Assets:** $12.9M

## 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|705|$12.9M|$1.2M|$2.7M|

| 2023|574|$8.0M|$857,013|$1.7M|

| 2022|279|$4.8M|$416,973|$1.0M|

## 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|$94,176|—|$94,176|

| 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:** $94,176

- **Estimated Expense Ratio:** 0.727% 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|$94,176|—|$94,176|—|—|

| 2023|$57,385|—|$57,385|—|—|

| 2022|$1,062,926|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/july-business-services-401k-plan-004)

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