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July Services

July Services Record Keeper and TPA partner

July Services located in Waco TX is a firm specializing in the administration and recordkeeping of defined contribution plans, such as profit sharing, and 401(k) plans, for small to mid-size companies….a segment of the market that the larger firms and advisors often neglect.

3(16) Administrative Fiduciary With July we can take over all plan tasks. You hire and submit payroll, and they handle Everything else, including signing the 5500. Give HR a break. This service comes with the base pricing.

Payroll Integration Full integration with over 100 payroll firms eliminating a step for each payroll comes with base pricing.

Social(k) Easy Plan with fiduciary services oversight is available with July and Expand Fiduciary Services.

This plan design allows small organizations that can not afford an advisor to use a product that includes a fiduciary to oversee the plan and ensure it is compliant. To reduce or eliminate testing requirements, a plan sponsor may consider adopting the Social(k) Safe Harbor 401(k) plan. If certain conditions are met, this type of plan does not require the Actual Deferral Percentage, or ADP, and the Actual Contribution Percentage, or ACP, tests to be performed.

For more information on July Services ask for a proposal with our live person chat function.


You Can Invest With Your Values

Retirement plans for long-term growth with the benefit of creating a safe, just, and sustainable world.

Social(k) offers hundreds of investments using Environmental, Social, and Governance, (i.e. ESG screened investments) backed by a plethora of Financial research. Structured into traditional Mutual Funds, Social(k) helps you sleep at night knowing that you’re pursuing the brightest possible future for your retirement and our planet.

Learn more about our Big Green Retirement Plan