The Post Oak School Retirement Savings Plan
Sponsored by The Post Oak School · EIN 741486232 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 133
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Calderwood Financial Strategies, Inc. CRD 313466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calderwood Financial Strategies | Investment advisory (plan) | $32,462 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,131 |