What public Form 5500 filings show about the Bob Boyd Auto Family 401(k) plan — and how to find and check your own account.
Bob Boyd Auto Family (EIN 31-0794810) reports BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN on its most recent Form 5500, with $10.9M in plan assets across 121 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bob Boyd Auto Family filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bob Boyd Auto Family 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOSEPH GROUP.