What public Form 5500 filings show about the Post Oak Municipal Advisors LL 401(k) plan — and how to find and check your own account.
Post Oak Municipal Advisors LL (EIN 82-4622799) reports POST OAK MUNICIPAL ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.6M in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Post Oak Municipal Advisors LL filing — schedules, fees, and providers.
Post Oak Municipal Advisors LL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Post Oak Municipal Advisors LLHR for the recordkeeper’s name and login.
