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julyservices.com

SOLO 401(k) OVERVIEW
Total Solo 401(k) PLANS862
Total Solo 401(k) assets (in $millions)$228MM
Total Solo 401(k) participants1,180
SEP IRA OVERVIEW
Total SEP IRA PLANSN/A
Total SEP IRA assets (in $millions)N/A
Total SEP IRA accountsN/A
SEP IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5305 (with designated firm)N/A
Prototype document (either yours or the IRA custodian's)N/A
Other (please specify):N/A
SEP IRA PLANS BY PARTICIPANT COUNT
<5 participantsN/A
5 - 10 participantsN/A
>10 participantsN/A
SIMPLE IRA OVERVIEW
Total SIMPLE IRA PLANSN/A
Total SIMPLE IRA assets (in $millions)N/A
Total SIMPLE IRA accountsN/A
SIMPLE IRA PLAN DOCUMENT TYPES ACCEPTED
IRS form 5304N/A
IRS form 5305 (with designated firm)N/A
Prototype document (either yours or the IRA custodian's)N/A
Other (please specify):N/A
SIMPLE IRA PLANS BY PARTICIPANT COUNT
<5 participantsN/A
5 - 10 participantsN/A
>10 participantsN/A
AVAILABLE INVESTMENT OPTIONS
Proprietary or affiliated mutual fundsN/A
Other non-proprietary or affiliated mutual funds (via a fund clearing house)N/A
Proprietary or affiliated ETFsN/A
Other non-proprietary or affiliated ETFs (via a clearing house)N/A
Individual shares of domestic stock/securitiesN/A
Individual shares of international stock/securitiesN/A
Individual Bonds or Certificates of Deposit (outside of mutual funds)N/A
OtherN/A
ACCOUNT FEES
Plan setup feeN/A
Annual (or other periodic) plan administrative / processing feeN/A
Custodial account fee or other periodic individual account charge (annual, monthly etc)N/A
Asset based partcipant fees (other than fund operating expenses)N/A
Commissions, Trading, or execution fees (individual account level)N/A
NR = Not Reported | N/A = Not Applicable
Investment options and fees may vary by product. Contact provider for more information.

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