July Business Services

About July Business Services

<p>Retirement plan administration and recordkeeping are the core of July Business Services (JULY Services, LLC), with payroll integration built into its platform. Founded in 1994, the firm has 700 employees and supports employers and advisors with day-to-day plan operations.</p> <p>Headquartered in Waco in Central Texas, July Business Services works with businesses across the U.S. For small to mid-sized employers, it handles plan design and ongoing administration for plans such as 401(k) arrangements, cash balance plans, and other defined benefit plans.</p> <p>A key differentiator is its 3(16) administrative fiduciary service, where July takes on assigned administrative duties and can sign the Form 5500 as part of that role. The firm also offers white-label support for advisors who want a branded experience for their clients.</p> <p>As of 2025, July Business Services reports 8,160 clients and $16.0B in AUM, placing it among the larger <a href="/retirement-plans">retirement plan providers</a> serving the small and mid-market.</p> <ul> <li>Recordkeeping and plan administration</li> <li>Plan design for 401(k), cash balance, and defined benefit plans</li> <li>3(16) administrative fiduciary services, including Form 5500 signing</li> <li>Payroll integration</li> <li>White-label support for <a href="/plan-advisors">plan advisors</a></li> </ul>

Website: https://www.julyservices.com/

Founded: 1994

Employees: 700