How big is Caliber Management, LLC's plan?

Caliber Management, LLC's plan reported $1.7M in assets and 27 participants for 2023.

Original filing (PDF)20240202125821NAL0028268049001

Caliber Management, LLC

Name: Caliber Management, LLC — Caliber Midstream 401(k), Form 5500 (2023)
Creator: Caliber Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caliber Midstream 401(k) Retirement Plan

401(k) retirement plan · Caliber Management, LLC's Caliber Midstream 401(k) Retirement Plan held $1.7M in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Bill Kent signed Caliber Management, LLC's 2023 Form 5500 as plan administrator.

Bill Kent — 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 Management, LLC's EIN is 47-1655656.

EIN 47-1655656

Plan number 001

Plan year 2023

ACK ID 20240202125821NAL0028268049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Caliber Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Caliber Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT, 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