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POST OAK PRIVATE WEALTH ADVISORS

EIN 32-0366771-investment management-Latest filing 2025
Plans
1
Retirement
1
$129K assets
Welfare
0
Participants
5
1200 SMITH STREET, SUITE 610 - HOUSTON, TX 77002281-580-2100postoakprivatewealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$129K - 5 part

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Retirement#001

POST OAK 401(K) PLAN

401k

Assets$129K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POST OAK 401(K) PLAN401k$129K52025
Retirement plans
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