Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › July Business Services
July Business Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $214,715
Assets of those plans
$280,204,114
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$214,715
94% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 13 |
| 15 | Recordkeeping and information management | 5 |
| 49 | Other services | 1 |
| 61 | Finders fees / placement fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tri-state Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Planrecordkeeper | Tri-state Orthopaedics and Sports Medicine | $37,025,818 | 133 | $27,965 |
| The Lanier Law Firm, P.C. 401(k) Plan | Lanier Law Firm | $32,563,356 | 221 | $0 |
| Nevada Heart & Vascular Center 401(k) Profit Sharing Planrecordkeeper | Nevada Heart & Vascular Center | $27,157,119 | 337 | $35,752 |
| Autoinc 401(k) Plan | Auto LLLP DBA Autoinc | $23,526,285 | 569 | $40,049 |
| Western State Agency, Inc. 401(k) Profit Sharing Plan | Western State Agency | $23,319,372 | 337 | $7,957 |
| GWS Holdings 401(k) Plan | GWS Holdings | $22,204,042 | 474 | $3,800 |
| Wright, Finlay & Zak, LLP 401(k) Planrecordkeeper | Wright Finlay & Zak | $21,688,740 | 102 | $29,458 |
| Crest Insurance Group, LLC 401(k) Plan | Crest Insurance Group | $14,712,316 | 183 | $2,889 |
| Southern Bleacher Holdings, Inc. 401(k) Plan | Southern Bleacher Holdings | $14,431,949 | 132 | $3,400 |
| Buxton Company 401(k) Savings Plan | Buxton | $13,076,229 | 164 | $2,300 |
| Blankenship CPA Group 401(k) Profit Sharing Plan | Blankenship CPA Group | $12,993,132 | 146 | $270 |
| Impetus Technologies, Inc. 401(k) Plan | Impetus Technologies | $9,313,573 | 205 | $4,012 |
| Automatic Fire Protection, LLC. 401(k) Plan | Automatic Fire Protection | $8,552,130 | 209 | $6,301 |
| Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan | Primeritus Financial Services | $8,062,676 | 279 | $1,400 |
| Pleasant Valley Trailers Retirement Plan | Pleasant Valley Trailers | $6,388,660 | 163 | $5,550 |
| Quincy Farm Supply Co. Retirement Savings Plan | Quincy Farm Supply | $5,051,685 | 139 | $950 |
| GDI Services Inc. 401(k) Savings Planrecordkeeper | GDI Services | $137,032 | 12 | $5,575 |
| Carnegie Dartlet, LLC 401(k) Planrecordkeeper | Carnegie Dartlet | $0 | 0 | $37,087 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.