What public Form 5500 filings show about the JULY Business Services 401(k) plan — and how to find and check your own account.
JULY Business Services (EIN 74-2715820) reports JULY POOLED EMPLOYER PLAN #2 on its most recent Form 5500, with $140.2M in plan assets across 8,966 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 JULY Business Services 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 JULY Business Services 401(k).
