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  2. Seven Post Investment Office LP

Filings through Oct 24, 2026.

Seven Post Investment Office LP

EIN 32-0334017-investment management-Latest filing 2025
Plans
1
Retirement
1
$21.1M assets
Health & Benefits
0
Participants
29
P.O BOX 557 - SAN FRANCISCO, CA 94104415-341-9200sevenpost.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$21.1M - 29 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SEVEN POST 401(K) PLAN & TRUST

401(k)

Assets$21.1M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SEVEN POST 401(K) PLAN & TRUST401(k)$21.1M292025
  • SEVEN POST 401(K) PLAN & TRUST$21.1M
    #001 · 401(k) · 202529
Retirement plans
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