Heather Stewart signed JULY Business Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JULY Business Services' EIN is 74-2715820.
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)JULY Business Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | — | RECORD KEEPER | $326K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Institutional Prem Mutual Fund | Common Collective Trusts | — | — | $4.9M | 10.2% | |
| Dimensional 2045 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $3.4M | 7.0% | |
| Dimensional 2040 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $2.8M | 5.8% | |
| Dimensional 2055 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $2.5M | 5.2% | |
| Dimensional 2050 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $2.2M | 4.5% | |
| Dimensional 2065 Trgt-Ins Date Ret Inc Ins Mutual Fund | Mutual Funds | — | — | $1.8M | 3.8% | |
| Dimensional 2035 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.8M | 3.7% | |
| Dimensional 2030 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| Dimensional 2060 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.4M | 3.0% | |
| Nuveen Core Plus BondFund Inst'l Mutual Fund | Mutual Funds | — | — | $1.3M | 2.8% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| Fidelity® International Index InstlPrm Mutual Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| American Funds 2050 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $973K | 2.0% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $925K | 1.9% | |
| Nuveen Core Plus BondFund Inst'l Mutual Fund | Mutual Funds | — | — | $886K | 1.8% | |
| American Funds 2045 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $826K | 1.7% | |
| Fidelity® Government Cash Reserves Mutual Fund | Mutual Funds | — | — | $790K | 1.6% | |
| Nuveen Lifecycle 2035Fund R6 Mutual Fund | Mutual Funds | — | — | $743K | 1.5% | |
| Dimensional 2020 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $718K | 1.5% | |
| American Funds 2040 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $714K | 1.5% | |
| Vanguard 500 IndexAdmiral Mutual Fund | Common Collective Trusts | — | — | $706K | 1.5% | |
| Nuveen Lifecycle 2055Fund R6 Mutual Fund | Mutual Funds | — | — | $676K | 1.4% | |
| American Funds 2055 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $664K | 1.4% | |
| Vanguard Small CapValue Index Admiral Mutual Fund | Mutual Funds | — | — | $573K | 1.2% | |
| Vanguard Federal Money Market Investor Mutual Fund | Mutual Funds | — | — | $570K | 1.2% | |
| Nuveen Lifecycle 2050Fund R6 Mutual Fund | Mutual Funds | — | — | $567K | 1.2% | |
| Columbia Small Cap IndexInst2 Mutual Fund | Other securities | — | — | $489K | 1.0% | |
| American Funds 2060 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $482K | 1.0% | |
| Nuveen Lifecycle 2060Fund R6 Mutual Fund | Mutual Funds | — | — | $456K | 0.9% | |
| With Various Maturities $-0- | Other securities | — | — | $436K | 0.9% | |
| Vanguard TargetRetirement 2035 Inv Mutual Fund | Mutual Funds | — | — | $429K | 0.9% | |
| American Funds 2030 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $424K | 0.9% | |
| American Funds 2035 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $421K | 0.9% | |
| Nuveen Lifecycle 2045Fund R6 Mutual Fund | Mutual Funds | — | — | $420K | 0.9% | |
| Vanguard Total Stock MktIdx Adm Mutual Fund | Mutual Funds | — | — | $399K | 0.8% | |
| Dimensional 2025 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $395K | 0.8% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $375K | 0.8% | |
| American Funds NewWorld R6 Mutual Fund | Mutual Funds | — | — | $329K | 0.7% | |
| Vanguard Mid-Cap GrowthIndex Admiral Mutual Fund | Mutual Funds | — | — | $327K | 0.7% | |
| Nuveen Lifecycle 2040Fund R6 Mutual Fund | Mutual Funds | — | — | $323K | 0.7% | |
| Nuveen Lifecycle 2020Fund R6 Mutual Fund | Mutual Funds | — | — | $298K | 0.6% | |
| Vanguard TargetRetirement 2055 Inv Mutual Fund | Mutual Funds | — | — | $273K | 0.6% | |
| American Funds 2065 TrgtDate Retire R6 Mutual Fund | Mutual Funds | — | — | $270K | 0.6% | |
| CPS Managed Aggressive Mutual Fund | Other securities | — | — | $249K | 0.5% | |
| Vanguard Explorer Adm Mutual Fund | Mutual Funds | — | — | $249K | 0.5% | |
| Tandem ModerateAggressive Portfolio Mutual Fund | Other securities | — | — | $213K | 0.4% | |
| DFA US Vector Equity I Mutual Fund | Mutual Funds | — | — | $209K | 0.4% | |
| Tandem ModerateConservative Portfolio Mutual Fund | Other securities | — | — | $202K | 0.4% | |
| Master Cash | Cash / Money Market | — | — | $180K | 0.4% | |
| Vanguard TargetRetirement 2060 Inv Mutual Fund | Mutual Funds | — | — | $180K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
