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CALIBER SERVICE MGMT, LLC — CALIBER SERVICE MGMT, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240501151044NAL0018028931001
CALIBER SERVICE MGMT, LLC
Form 5500-SF
FILING_RECEIVED
CALIBER SERVICE MGMT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
24
Plan assets (EOY)
$159K
Net assets (EOY)
$159K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIBER SERVICE MGMT, LLC
.
Find decision makers
Plan sponsor
Name
CALIBER SERVICE MGMT, LLC
EIN
81-4667438
Address
1235 POTTSTOWN PIKE · GLENMOORE, PA · 19343
Phone
(833) 501-0753
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-01
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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AMERICAN TREE SERVICE
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$158K · 17 participants
PETER NICOLETTE & SONS, INC.
PETER NICOLETTE & SONS, INC. PROFIT SHARING PLAN
$158K · 1 participants
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