Founded in 1992
July Business Services
Building Retirement Security
July Business Services (JULY) has provided retirement plan services since it was founded in 1994. JULY is headquartered in the historic downtown area of Waco, Texas. In addition to the employees in Waco, we have a Midwest location in Mansfield, OH, and we have sales team members and client-facing employees strategically located throughout the country.
Our team understands that retirement is the number one reason for individual investing, and for many investors, company-sponsored savings and investment plans are the foundation of their retirement savings strategies. Our role in assisting organizations to offer employee retirement plans is fundamental to our company’s mission - “Building Retirement Security”.
At JULY we support the following plan types: 401(k), Safe Harbor 401(k), Solo (k), New Comparability, Defined Benefit, Cash Balance, 403(b).
Our core services are comprised of plan administration, recordkeeping services, actuarial services, and many more!
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
401k Total Plans
401k Total Assets
403b Total Plans
403b Total Assets
457b Total Plans
457b Total Assets