AUMdb

July Pooled Employer Plan #2

Sponsored by July Business Services · EIN 742715820 · Plan #003

Total assets
$52.9M
Net assets
$52.9M
Active participants
4,752
With balances
3,851

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
July Business Services Recordkeeping $464,900