July Business Services Employee Directory
Financial ServicesTexas, United States201-500 Employees
Based in Waco, Texas, JULY Business Services is a financial services firm focused on retirement plan administration and related consulting. It serves financial advisors, third-party administrators, and employers, offering a range of retirement vehicles including 401(k) plans, Cash Balance plans, MEPs, PEPs, and Defined Benefit arrangements. The company combines ERISA expertise with modern technology to simplify and improve the delivery and management of retirement plans. Positioned as a national provider of 401(k) plan services for small to mid-sized employers, JULY supports both advisors seeking a reliable partner and employers launching a plan. Recent developments indicate growth through strategic acquisitions, most notably the purchase of Employee Incentive Plans, Inc., effective May 30, 2025. These expansions reflect the company's aim to broaden its capabilities within the retirement plan services market as it maintains a national footprint from its Texas base.
1-888-653-2347 
support@leadiq.com 
