Original filing (PDF)20231130152645NAL0006667347001

Caliber Advisors

Name: Caliber Advisors — Caliber Advisors Cash Balance, Form 5500 (2022)
Creator: Caliber Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caliber Advisors Cash Balance Plan

Defined-benefit pension plan · Caliber Advisors' Caliber Advisors Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jimmy MAR signed Caliber Advisors' 2022 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 002

Plan year 2022

ACK ID 20231130152645NAL0006667347001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Caliber Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Caliber Advisors' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off