July Pooled Employer Plan #3
Sponsored by July Business Services · EIN 742715820 · Plan #004
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 705
- With balances
- 658
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 | $94,176 |