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 | $94K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional 2050 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.7M | 13.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.6M | 12.5% | |
| Dimensional 2065 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.3M | 9.8% | |
| Dimensional 2040 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $1.3M | 9.8% | |
| Dimensional 2045 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $952K | 7.4% | |
| Dimensional 2030 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $939K | 7.3% | |
| Dimensional 2055 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $788K | 6.1% | |
| Dimensional 2060 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $656K | 5.1% | |
| Dimensional 2035 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $454K | 3.5% | |
| Nuveen Large Cap, Growth Index Fund R6 Class Mutual Fund | Common Collective Trusts | — | — | $410K | 3.2% | |
| Dimensional 2025 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $361K | 2.8% | |
| Dimensional 2020 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $353K | 2.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $283K | 2.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $236K | 1.8% | |
| Nuveen Lifecycle Fund 2020 Ins Mutual Fund | Mutual Funds | — | — | $212K | 1.6% | |
| Nuveen Core Plus Bond Fund R6 Class Mutual Fund | Mutual Funds | — | — | $178K | 1.4% | |
| Nuveen Lifecycle Fund 2045 Ins Mutual Fund | Mutual Funds | — | — | $170K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $161K | 1.2% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $141K | 1.1% | |
| American Funds New World Fund Class R6 Mutual Fund | Mutual Funds | — | — | $106K | 0.8% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $102K | 0.8% | |
| Columbia Small Cap Index Inst2 Mutual Fund | Other securities | — | — | $93K | 0.7% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $90K | 0.7% | |
| With Various Maturities | Other securities | — | — | $47K | 0.4% | |
| Nuveen Lifecycle Fund 2055 Ins Mutual Fund | Mutual Funds | — | — | $46K | 0.4% | |
| Vanguard Explorer Admiral Mutual Fund | Mutual Funds | — | — | $42K | 0.3% | |
| Nuveen Lifecycle Fund 2050 Ins Mutual Fund | Mutual Funds | — | — | $35K | 0.3% | |
| DFA US Vector Equity Portfolio Inst Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Dimensional 2010 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Nuveen Lifecycle Fund 2025 Ins Mutual Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Nuveen Lifecycle Fund 2040 Ins Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Dimensional 2015 Trgt-Ins Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Nuveen Lifecycle Fund 2030 Ins Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Dimensional Retirement Income Fund Inst Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Fund 2065 Ins Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Tandem Moderate Portfolio Strategy Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Fund 2035 Ins Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Tandem Moderate Aggressive Portfolio Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Janus Henderson Balance Fund Class I Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2030 Traget Date Ret Fnd R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds 2015 Traget Date Ret Fnd R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Janus Henderson Global Allocation- Growth I Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds 2035 Traget Date Ret Fnd R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Emerging Market Idx Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| American Funds 2045 Traget Date Ret Fnd R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
