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 | $465K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.7M | 10.8% | |
| American Funds 2040 Target Date Mutual Fund | Mutual Funds | — | — | $3.9M | 7.4% | |
| American Funds 2045 Target Date Mutual Fund | Mutual Funds | — | — | $3.7M | 7.1% | |
| Nuveen Large Cap Growth Index Fund R6 Mutual Fund | Common Collective Trusts | — | — | $3.6M | 6.7% | |
| American Funds 2060 Target Date Mutual Fund | Mutual Funds | — | — | $2.7M | 5.1% | |
| American Funds 2030 Target Date Mutual Fund | Mutual Funds | — | — | $2.4M | 4.5% | |
| American Funds 2035 Target Date Mutual Fund | Mutual Funds | — | — | $2.3M | 4.4% | |
| American Funds 2050 Target Date Mutual Fund | Mutual Funds | — | — | $2.2M | 4.2% | |
| American Funds 2055 Target Date Mutual Fund | Mutual Funds | — | — | $1.7M | 3.2% | |
| Vanguard Mid-Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.6% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| Horizon ETF Growth with Risk Assist Mutual Fund | Other securities | — | — | $1.3M | 2.5% | |
| RNC Genter Growth Strategy Mutual Fund | Other securities | — | — | $1.3M | 2.4% | |
| American Funds 2025 Target Date Mutual Fund | Mutual Funds | — | — | $1.0M | 2.0% | |
| Fidelity Government Cash Reserves Mutual Fund | Mutual Funds | — | — | $997K | 1.9% | |
| Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $908K | 1.7% | |
| With Various Maturities $-0- | Other securities | — | — | $900K | 1.7% | |
| Nuveen Core Plus Bond Fund Mutual Fund | Mutual Funds | — | — | $883K | 1.7% | |
| Vanguard Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $879K | 1.7% | |
| Dimensional 2030 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $712K | 1.3% | |
| Columbia Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $701K | 1.3% | |
| American Funds 2065 Target Date Mutual Fund | Mutual Funds | — | — | $684K | 1.3% | |
| Dimensional 2045 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $624K | 1.2% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $587K | 1.1% | |
| Dimensional 2035 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $584K | 1.1% | |
| Dana ESG Growth Strategy Mutual Fund | Other securities | — | — | $572K | 1.1% | |
| American Funds 2020 Target Date Mutual Fund | Mutual Funds | — | — | $534K | 1.0% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $484K | 0.9% | |
| Dimensional 2050 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $451K | 0.9% | |
| Horizon ETF Growth Mutual Fund | Other securities | — | — | $435K | 0.8% | |
| Franklin Templeton Diversified Risk Mutual Fund | Mutual Funds | — | — | $412K | 0.8% | |
| DFA U.S. Vector Equity Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $379K | 0.7% | |
| Nuveen Lifecycle 2045 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $357K | 0.7% | |
| Dimensional 2040 Target Date Retirement Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $321K | 0.6% | |
| Dimensional 2055 Target Date Retirement Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $271K | 0.5% | |
| Horizon ETF Focused with Risk Assist-p Strategy Mutual Fund | Other securities | — | — | $244K | 0.5% | |
| Nuveen Lifecycle 2050 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $236K | 0.4% | |
| Dimensional 2060 Target Date Retirement Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $225K | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $214K | 0.4% | |
| Meeder Conservative Growth - P Strategy Mutual Fund | Other securities | — | — | $204K | 0.4% | |
| Nuveen Lifecycle 2040 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $191K | 0.4% | |
| Nuveen Lifecycle 2055 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $189K | 0.4% | |
| Nuveen Lifecycle 2030 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $183K | 0.3% | |
| Nuveen Lifecycle 2065 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $180K | 0.3% | |
| American Funds 2015 Target Date Mutual Fund | Mutual Funds | — | — | $169K | 0.3% | |
| Dimensional 2065 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $165K | 0.3% | |
| Nuveen Lifecycle 2060 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $156K | 0.3% | |
| Sage Growth Strategy Mutual Fund | Other securities | — | — | $155K | 0.3% | |
| RNC Genter Moderate Strategy Mutual Fund | Other securities | — | — | $142K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
