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July Business Services

Waco, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Jul 2026

July Business Services is a Finance and Banking company based in Waco, United States (US), founded in 1994, with 200-500 employees. July Business Services's profile is verified on Enterprise League.

Overview

For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures. From 401(k)s and Cash Balance plans to MEPs, PEPs, and Defined Benefit plans, we combine deep ERISA expertise with modern technology to make running a retirement plan simpler, smarter, and more effective. Whether you're a financial advisor looking for a reliable partner or an employer ready to launch a plan, we're here to help you deliver more.

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Contact Details

info@julyservices.com

Waco, United States (US), 400 Austin Avenue

Founded

1994

Employees

200-500

Keywords

#401k plan administration

#401k recordkeeping

#payroll services

#erisa consulting

#cash balance

#pooled employer plans

#solo 401k

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