JULY Acquires HTLF Retirement Plan Recordkeeping and Administration Business

JULY (July Business Services) Acquires Sunwest Pensions

June 21, 2023

Financial Services

Waco, Texas-based JULY (July Business Services, LLC) has acquired Tempe, Arizona-based recordkeeper and third-party administrator Sunwest Pensions. The acquisition adds roughly 500 plan clients and 26 employees to JULY as part of its continued national expansion following prior PE investment from Platform Partners LLC.

Platform Partners Completes Investment in July Business Services

October 25, 2022

Wealth Management

Houston-based private investment firm Platform Partners LLC completed a minority investment in July Business Services, LLC (JULY), a fintech retirement plan administration and 401(k) recordkeeping provider. JULY’s management team will remain in place and retain a significant ownership stake as Platform provides capital and support to accelerate the company’s growth and product development for financial advisors and small-to-medium-sized businesses.

July Business Services Acquires Digital Retirement Solutions

March 21, 2023

Wealth Management

July Business Services, LLC (JULY) has acquired Digital Retirement Solutions (DRS), a retirement-plan recordkeeping and administration provider based in Longmont, Colorado. The acquisition brings DRS's team and leadership (including CEO Michael Pierce) into JULY as part of JULY's strategic growth to expand its technology, advisor relationships and presence in Colorado; JULY now supports over 6,700 plans and $8.5 billion in plan assets.

July Business Services Acquires Turning Point Associates

March 29, 2023

Financial Services

July Business Services (JULY), a Waco, Texas–based provider of 401(k) plan services, has acquired Turning Point Associates, a family-owned retirement plan recordkeeper and administrator based in Swedesboro, New Jersey. The deal expands JULY's scale to nearly 7,000 plans and $8.5 billion in plan assets, brings Turning Point personnel into JULY, and aims to deliver JULY's technology and expanded services to Turning Point clients.

July Business Services Acquires Employee Incentive Plans; AtlasMark Advisory Practice Merged into EXPAND

June 17, 2025

Financial Services

July Business Services (JULY) has acquired Employee Incentive Plans (EIP), effective May 30, 2025, and concurrently merged AtlasMark Financial’s retirement plan advisory practice into EXPAND, a wholly owned subsidiary of JULY. The deal expands JULY’s retirement-plan capabilities and scale — bringing additional advisory talent and strengthening its fiduciary-driven investment management offering as it grows its platform of retirement-plan services.

American Trust Company Acquires LT Trust Company

June 24, 2021

Financial Services

American Trust Company, a subsidiary of EdgeCo Holdings, has signed a definitive agreement to acquire Denver-based LT Trust Company, a national retirement plan provider and recordkeeper. The deal (subject to regulatory approvals) will add talent and technology to American Trust, expand its institutional outsourcing capabilities, and increase its presence in the Midwest and Western U.S.; LT Trust’s ~100 employees will join American Trust upon closing.