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  • planJuly Pooled Employer Plan #2Financial statementProvider compensation2023 filing
    $37.9Mreported assets (EOY)
    Sponsor: July Business ServicesEIN: 74-2715820Plan: 003Participants: 3,074Assets: $37,946,077Net assets: $37.9MAssets / participant: $12.3KLocation: Waco, TXLatest: 2023
    View financial statement
  • planJuly Pooled Employer Plan #1Financial statementProvider compensation2023 filing
    $25.7Mreported assets (EOY)
    Sponsor: July Business ServicesEIN: 74-2715820Plan: 002Participants: 1,774Assets: $25,713,047Net assets: $25.7MAssets / participant: $14.5KLocation: Waco, TXLatest: 2023
    View financial statement
  • planJuly Business Services 401(K) PlanFinancial statement2023 filing
    $20.5Mreported assets (EOY)
    Sponsor: July Business ServicesEIN: 74-2715820Plan: 001Participants: 148Assets: $20,493,963Net assets: $20.5MAssets / participant: $138.5KLocation: Waco, TXLatest: 2023
    View financial statement
  • planJuly Pooled Employer Plan #3Financial statementProvider compensation2023 filing
    $8Mreported assets (EOY)
    Sponsor: July Business ServicesEIN: 74-2715820Plan: 004Participants: 566Assets: $7,985,854Net assets: $8MAssets / participant: $14.1KLocation: Waco, TXLatest: 2023
    View financial statement

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