How big is Caliber Corporate Advisers LLC's plan?

Caliber Corporate Advisers LLC's plan reported $3.1M in assets and 27 participants for 2025.

Original filing (PDF)20260410230200NAL0015050080001

Caliber Corporate Advisers LLC

Name: Caliber Corporate Advisers LLC — Caliber Corporate, Form 5500 (2025)
Creator: Caliber Corporate Advisers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caliber Corporate Advisers LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Caliber Corporate Advisers LLC's Caliber Corporate Advisers LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

MR. Harvey Hudes signed Caliber Corporate Advisers LLC's 2025 Form 5500 as plan administrator.

MR. Harvey Hudes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caliber Corporate Advisers LLC's EIN is 27-2413776.

EIN 27-2413776

Plan number 002

Plan year 2025

ACK ID 20260410230200NAL0015050080001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caliber Corporate Advisers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caliber Corporate Advisers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIBER CORPORATE ADVISERS LLC.

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CALIBER CORPORATE ADVISERS LLC

EIN

all filings

Address

223 JENNIE LANE · FAIRFIELD, CT · 06824

Phone

(646) 489-0600

Industry

Finance & Insurance

Plan administrator