Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
July Business Services LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 143 retirement plans with 100 or more participants reported paying July Business Services LLC $5,000 or more. Those plans cover 62,649 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $5.4M. Per plan, the median was $63.74 per participant, with the middle half of plans between $33.64 and $125. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (21), Ohio (21) and California (16).
In 2009 it appeared on 15 such filings; in 2024, 144. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $33.64 | $63.74 | $125 |
| Compensation as a share of plan net assets | 0.08% | 0.16% | 0.37% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| July Pooled Employer Plan #2 | July Business Services | TX | 5,382 | $52.9M | $465K |
| July Pooled Employer Plan #1 | July Business Services | TX | 3,785 | $48.2M | $326K |
| HTLF Retirement Plan | Heartland Financial USA, Inc. | CO | 2,753 | $318M | $151K |
| Kag 401(k) Retirement Plan | Tropacaval Media, LLC | TX | 2,514 | $46.4M | $204K |
| Islands Restaurants 401(k) Plan | Islands Restaurants, LLC | CA | 1,672 | $15.3M | $23K |
| Academy of Art University 401(k) Retirement Plan | Stephens Institute DBA Academy of Art University | CA | 1,472 | $85.6M | $53K |
| GPS Navigator Pooled Employer Plan | Group Plan Systems, LLC | OH | 1,410 | $45.1M | $93K |
| Doctors Without Borders 401(k) Plan | Doctors Without Borders USA, Inc. | NY | 1,005 | $65.1M | $144K |
| Goellner, Inc. Retirement Savings Plan | Goellner, Inc. | IL | 995 | $24.4M | $69K |
| San Gabriel Transit & Affiliates 401(k) Retirement Plan | San Gabriel Transit, Inc. and Affiliates | CA | 979 | $1.0M | $4,331 |
| Storer Transportation Service, Inc. Profit Sharing 401(k) Plan | Storer Transportation Service, Inc. | CA | 911 | $20.8M | $16K |
| Hodge Company Employee Retirement Savings Plan | Hodge Company | IA | 908 | $24.5M | $68K |
| Copa Health 403(b) Retirement Plan | Copa Health, Inc. | AZ | 866 | $12.7M | $21K |
| 403(b) Thrift Plan of Chicago Commons Association | Chicago Commons Association | IL | 835 | $5.8M | $22K |
| Its Logistics, LLC Employee Savings Trust | Its Logistics, LLC | NV | 801 | $24.0M | $66K |
| July Pooled Employer Plan #3 | July Business Services | TX | 794 | $12.9M | $94K |
| Campbell Scientific, Inc. 401(k) Profit Sharing Plan | Campbell Scientific, Inc. | UT | 780 | $38.7M | $6,655 |
| Valley Cities Counseling & Consultation 403(b) Plan | Valley Cities Counseling and Consultation | WA | 725 | $15.8M | $26K |
| Campbell Scientific Profit Sharing Plan | Campbell Scientific, Inc. | UT | 722 | $107M | $762K |
| GWS Holdings 401(k) Plan | GWS Holdings | FL | 640 | $22.2M | $10K |
| Autoinc 401(k) Plan | Auto, LLLP DBA Autoinc | TX | 631 | $23.4M | $40K |
| West Side Unlimited Corporation 401(k) Plan | West Side Unlimited Corporation | IA | 627 | $9.5M | $26K |
| The Keim Company 401(k) Plan | Keim Lumber Company | OH | 627 | $31.1M | $50K |
| Cooper Steel Employee Savings and Retirement Plan | Cooper Steel Fabricators, Inc. | TN | 607 | $34.9M | $11K |
| Graphic Communications 401(k) Plan | Printing Industries Association, Inc. | CA | 567 | $20.1M | $39K |
| Travis Association for the Blind Retirement Plan | Travis Association for the Blind | TX | 543 | $9.6M | $19K |
| Bill Doran Company Employee Savings and Retirement Plan | Bill Doran LLC | IL | 540 | $10.8M | $34K |
| One Health 403(b) Plan | Bighorn Valley Health Center, Inc. | MT | 534 | $9.7M | $23K |
| Psg/cip 401(k) Retirement Plan | Professional Services Group, Inc. | WI | 514 | $17.1M | $63K |
| Champion, Incorporated 401(k) Safe Harbor Plan | Champion, Inc. | MI | 498 | $26.9M | $33K |
| The Center Retirement Plan | The Center for Individual & Family Services | OH | 492 | $7.1M | $31K |
| Urology Healthcare Group, Inc. 401(K)/PROFIT Sharing Plan | Cimplify | TN | 486 | $91.3M | $6,025 |
| Kingwood Reunion Resort 401(k) Plan | Kingwood Orlando Reunion Resort,llc | FL | 471 | $5.8M | $41K |
| Kendall Hunt Retirement Plan | Kendall Hunt Publishing Company | IA | 449 | $81.3M | $101K |
| Extraco Corporation Retirement Plan | Extraco Corporation | TX | 431 | $59.8M | $54K |
| Universal Mental Health Services, Inc. 401(k) Plan | Universal Mental Health Services, Inc. | NC | 419 | $1.6M | $14K |
| Quincy Farm Supply Co. Retirement Savings Plan | Quincy Farm Supply Co. | IL | 406 | $5.1M | $950 |
| Kvk-Tech, Inc. 401(k) Plan | Kvk-Tech, Inc. | PA | 403 | $16.6M | $20K |
| Custom Aluminum Products, Inc. Employees' 401(k) Profit Sharing Plan | Custom Aluminum Products, Inc. | IL | 399 | $14.1M | $19K |
| Clark's Pump N' Shop, Inc. 401(k) Plan | Clark's Pump N' Shop, Inc. | KY | 389 | $6.6M | $19K |
Questions and answers
How many plans does July Business Services LLC serve?
143 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay July Business Services LLC?
The median plan reported $63.74 per participant in direct and indirect compensation (141 plans reporting an amount), or 0.16% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (107 plans), Contract Administrator (54 plans), Participant loan processing (11 plans) and Other services (6 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.