How big is Post Oak Private Wealth Advisors' plan?

Post Oak Private Wealth Advisors' plan reported $24K in assets and 4 participants for 2024.

Original filing (PDF)20250717122418NAL0000114787001

Post Oak Private Wealth Advisors

Name: Post Oak Private Wealth Advisors — Post Oak 401(k), Form 5500 (2024)
Creator: Post Oak Private Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Post Oak 401(k) Plan

401(k) retirement plan · Post Oak Private Wealth Advisors' Post Oak 401(k) Plan held $24K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

Post Oak Private Wealth Advisors' EIN is 32-0366771.

EIN 32-0366771

Plan number 001

Plan year 2024

ACK ID 20250717122418NAL0000114787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Post Oak Private Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Post Oak Private Wealth Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POST OAK PRIVATE WEALTH ADVISORS.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score