# The Post Oak School 401(k) Plan
Source: https://planprovider.pro/companies/the-post-oak-school-401k-plan

> The Post Oak School's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Texas Wesleyan University](https://planprovider.pro/companies/texas-wesleyan-university-401k-plan) — 310 participants

- [Saint Mary'S Hall](https://planprovider.pro/companies/saint-mary-s-hall-403b-plan) — 316 participants

- [Austin College](https://planprovider.pro/companies/austin-college-403b-plan-002) — 325 participants

- [The John Cooper School](https://planprovider.pro/companies/the-john-cooper-school-403b-plan) — 328 participants

- [Austin College](https://planprovider.pro/companies/austin-college-403b-plan-001) — 331 participants

- [South Texas College Of Law Houston](https://planprovider.pro/companies/south-texas-college-of-law-houston-403b-plan) — 348 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-post-oak-school-401k-plan)

© 2026 PlanProvider.Pro