Plans listing this provider
118
0.21% of the 56,420 plans with Schedule H financials; 97 in 2023
Providers › July Business Services LLC
July Business Services LLC
- Service provider, as named on Schedule C
- EIN 742715820
- Plan year 2024
- Direct compensation reported $4,062,360
Assets of those plans
$2,309,248,153
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
104
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$116.22
across 101 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 95 |
| 64 | Recordkeeping fees | 43 |
| 13 | Contract administrator | 42 |
| 37 | Participant loan processing | 12 |
| 50 | Direct payment from the plan | 11 |
| 49 | Other services | 5 |
| 60 | Sub-transfer agency fees | 5 |
| 14 | Plan administrator | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| HTLF Retirement Planrecordkeeper | Heartland Financial USA | $318,168,561 | 2,744 | $151,333 |
| Urology Healthcare Group, Inc. 401(k)/profit Sharing Planrecordkeeper | Cimplify | $91,260,050 | 482 | $6,025 |
| Academy of Art University 401(k) Retirement Planrecordkeeper | Stephens Institute DBA Academy of Art University | $85,648,422 | 802 | $52,871 |
| Kendall Hunt Retirement Planrecordkeeper | Kendall Hunt Publishing | $81,252,471 | 448 | $101,451 |
| Clinical Pathology Associates Profit Sharing Plan and Trustrecordkeeper | Clinical Pathology Associates | $73,974,883 | 171 | $67,848 |
| Doctors Without Borders 401(k) Planrecordkeeper | Doctors Without Borders USA | $65,079,673 | 1,001 | $143,845 |
| Extraco Corporation Retirement Plan | Extraco | $59,793,355 | 401 | $53,966 |
| July Pooled Employer Plan #2recordkeeper | July Business Services | $52,870,191 | 3,851 | $464,900 |
| July Pooled Employer Plan #1recordkeeper | July Business Services | $48,168,321 | 2,625 | $326,266 |
| Inwood National Bank 401(k) Planrecordkeeper | Inwood National Bank | $46,681,728 | 282 | $28,207 |
| KAG 401(k) Retirement Planrecordkeeper | Tropacaval Media | $46,416,226 | 2,242 | $203,947 |
| GPS Navigator Pooled Employer Planrecordkeeper | Group Plan Systems | $45,119,457 | 1,186 | $0 |
| Hill Wiremasters 401(k) Profit Sharing Plan & Trustrecordkeeper | Hill Wiremasters | $43,042,550 | 312 | $850 |
| Ohnward Bancshares, Inc. 401(k) Profit Sharing Planrecordkeeper | Ohnward Bancshares | $39,689,693 | 306 | $46,032 |
| Campbell Scientific, Inc. 401(k) Profit Sharing Planrecordkeeper | Campbell Scientific | $38,703,470 | 495 | $6,655 |
| Cooper Steel Employee Savings and Retirement Plan | Cooper Steel Fabricators | $34,941,811 | 547 | $11,475 |
| Cascade Lumber Company 401(k) Planrecordkeeper | Cascade Lumber | $33,657,515 | 229 | $36,042 |
| The Keim Company 401(k) Planrecordkeeper | Keim Lumber | $31,096,621 | 466 | $49,695 |
| Design Workshop, Inc. 401(k) Profit Sharing Planrecordkeeper | Design Workshop | $29,255,409 | 251 | $46,043 |
| Conlon Construction Company 401(k) Profit Sharing Planrecordkeeper | Conlon Construction | $29,015,664 | 141 | $24,983 |
| Placeworks 401(k) Planrecordkeeper | Placeworks | $27,356,773 | 165 | $4,680 |
| Champion, Incorporated 401(k) Safe Harbor Planrecordkeeper | Champion | $26,856,257 | 264 | $33,493 |
| Developmental Disabilities Resource Center, Inc. 401(k) Retirement Planrecordkeeper | Developmental Disabilities Resource Center | $24,544,712 | 289 | $14,667 |
| Hodge Company Employee Retirement Savings Planrecordkeeper | Hodge | $24,510,913 | 483 | $68,222 |
| Goellner, Inc. Retirement Savings Planrecordkeeper | Goellner | $24,396,314 | 871 | $68,995 |
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.