How big is Caliber Advisors' plan?

Caliber Advisors' plan reported $742K in assets and 4 participants for 2024.

Original filing (PDF)20250930172625NAL0012550961001

Caliber Advisors

Name: Caliber Advisors — Caliber Advisors 401(k) Plan, Form 5500 (2024)
Creator: Caliber Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caliber Advisors 401(k) Plan

401(k) retirement plan · Caliber Advisors' Caliber Advisors 401(k) Plan held $742K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

People on this filing

Jimmy MAR signed Caliber Advisors' 2024 Form 5500 as plan administrator.

Jimmy MAR — 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 Advisors' EIN is 33-0578967.

EIN 33-0578967

Plan number 001

Plan year 2024

ACK ID 20250930172625NAL0012550961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caliber Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caliber Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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