Plan Snapshot
- Plan Sponsor: The Post Oak School
- Sponsor EIN: 741486232
- Sponsor Address: 4600 BISSONNET STREET, BELLAIRE, TX, 77401
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $10.1M | $381,077 | $507,486 |
| 2023 | 129 | $9.0M | $362,819 | $511,770 |
| 2022 | 119 | $7.8M | $337,199 | $499,800 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CALDERWOOD FINANCIAL STRATEGIES | ADVISOR | $32,462 | — | $32,462 |
| BLAZEK AND VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK AND VETTERLING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,462
- Estimated Expense Ratio: 0.321% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,594 | $32,463 | — | — | — |
| 2023 | $32,833 | $31,483 | — | — | — |
| 2022 | $37,813 | — | — | — | — |