The Post Oak School 401(k) Plan
What public Form 5500 filings show about the The Post Oak School 401(k) plan — and how to find and check your own account.
The The Post Oak School 401(k) on its latest Form 5500
The Post Oak School (EIN 74-1486232) reports THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $10.1M in plan assets across 133 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 The Post Oak School filing — schedules, fees, and providers.
Who runs the The Post Oak School 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Post Oak School 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CALDERWOOD FINANCIAL STRATEGIES.
How to check your The Post Oak School 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask The Post Oak School HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).