Original filing (PDF)20250717132941NAL0000181363001

POST OAK MUNICIPAL ADVISORS LL

Name: POST OAK MUNICIPAL ADVISORS LL — POST OAK MUNICIPAL ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: POST OAK MUNICIPAL ADVISORS LL

Form 5500-SF

FILING_RECEIVED

POST OAK MUNICIPAL ADVISORS LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POST OAK MUNICIPAL ADVISORS LL.

Plan sponsor

Name

POST OAK MUNICIPAL ADVISORS LL

EIN

82-4622799

Address

820 GESSNER RD STE 1350 · HOUSTON, TX · 770244299

Phone

(713) 328-0988

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ENDOWMENT FUND OF PHI KAPPA PSI FRATERNITY

ENDOWMENT FUND OF PHI KAPPA PSI FRATERNITY 401(K) P/S PLAN

$1.5M · 17 participants

TASHCON CORP.

TASHCON CORP. RETIREMENT TRUST

$1.5M · 11 participants

GLOBALMEDIA GROUP LLC

GLOBALMEDIA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M

APEX INTERNATIONAL EDUCATION PARTNERS, LLC

AIEP, LLC 401(K) PLAN

$1.5M · 26 participants

AIR SCIENCE TECHNOLOGIES, INC.

AIR SCIENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN