How big is JULY Business Services' plan?

JULY Business Services' plan reported $26.2M in assets and 234 participants for 2024.

Original filing (PDF)20250926153606NAL0013989810001

JULY Business Services

Name: JULY Business Services — JULY Business Services, Form 5500 (2024)
Creator: JULY Business Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JULY Business Services 401(k) Plan

401(k) retirement plan · JULY Business Services' JULY Business Services 401(k) Plan held $26.2M in plan assets for 234 participants in 2024.

Signals · 2

No recordkeeper disclosedSelf-directed brokerage offered

Active participants

234

Accounts w/ balance

258

Plan assets (EOY)

$26.2M

Net assets (EOY)

$26.2M

People on this filing

Blake Willis signed JULY Business Services' 2024 Form 5500 as plan administrator.

Blake Willis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JULY Business Services' EIN is 74-2715820.

EIN 74-2715820

Plan number 001

Plan year 2024

ACK ID 20250926153606NAL0013989810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JULY Business Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JULY Business Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULY BUSINESS SERVICES.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

JULY BUSINESS SERVICES

EIN

all filings

Address

400 AUSTIN AVENUE, SUITE 1200 · WACO, TX · 76701

Phone

(254) 296-4015

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HOLBROOK & MANTER

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $26.1M(100% of reported assets)

Mutual Funds

$16.7M

22 holdings

Other securities

$8.2M

11 holdings

Common Collective Trusts

$1.1M

1 holding

Self-Directed Brokerage

$165K

1 holding

					% of plan
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$2.2M	8.4%
Fidelity Advisor Equity Growth Z Mutual Fund	Mutual Funds	—	—	$1.9M	7.1%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$1.6M	6.3%
Columbia Dividend Income Mutual Fund	Other securities	—	—	$1.6M	6.1%
BOA, LLC Moderately Aggressive Model Balanced Fund	Other securities	—	—	$1.6M	5.9%
BOA, LLC Moderate Model Balanced Fund	Other securities	—	—	$1.4M	5.5%
PIMCO Income Mutual Fund	Mutual Funds	—	—	$1.1M	4.2%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$1.1M	4.1%
Invesco Equally-Weighted S&P 500 Mutual Fund	Common Collective Trusts	—	—	$1.1M	4.1%
Fidelity Advisor Technology Mutual Fund	Mutual Funds	—	—	$1.1M	4.1%
iSectors Post-MPT Growth Allocation Balanced Fund	Other securities	—	—	$1.0M	4.0%
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$1.0M	3.9%
Federated Hermes MDT Mid-Cap Growth Mutual Fund	Other securities	—	—	$928K	3.5%
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$853K	3.3%
DFA US Vector Equity Portfolio Mutual Fund	Mutual Funds	—	—	$803K	3.1%
American Funds New World Mutual Fund	Mutual Funds	—	—	$757K	2.9%
With Various Maturities $-0-	Other securities	—	—	$718K	2.7%
Vanguard International High Dividend Yield Mutual Fund	Mutual Funds	—	—	$593K	2.3%
DFA US Small Cap Growth Mutual Fund	Mutual Funds	—	—	$585K	2.2%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$490K	1.9%
PIMCO RAE US Small Fund Mutual Fund	Mutual Funds	—	—	$459K	1.7%
MFS International Growth Mutual Fund	Mutual Funds	—	—	$446K	1.7%
iSectors Post-MPT Moderate Allocation Balanced Fund	Other securities	—	—	$375K	1.4%
Vanguard Short-Term Corporate Bond Mutual Fund	Mutual Funds	—	—	$352K	1.3%
American Funds 2025 Target Date Mutual Fund	Mutual Funds	—	—	$323K	1.2%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$318K	1.2%
Nuveen Core Bond Fund R6 Mutual Fund	Mutual Funds	—	—	$315K	1.2%
BOA, LLC Aggressive Model Balanced Fund	Other securities	—	—	$306K	1.2%
Vanguard Federal Money Market Mutual Fund	Mutual Funds	—	—	$303K	1.2%
Self-Directed Brokerage Accounts Various Investments	Self-Directed Brokerage	—	—	$165K	0.6%
American Funds Capital Income Builder Mutual Fund	Mutual Funds	—	—	$130K	0.5%
BlackRock Commodity Strategies Portfolio Mutual Fund	Other securities	—	—	$129K	0.5%
BOA, LLC Moderately Conservative Model Balanced Fund	Other securities	—	—	$42K	0.2%
American Funds 2020 Target Date Mutual Fund	Mutual Funds	—	—	$32K	0.1%
BOA, LLC Conservative Model Balanced Fund	Other securities	—	—	$3K	<0.1%