Back to filter
Original filing (PDF)20251010163254NAL0019100738001
CALIBER COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
CALIBER COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
65
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIBER COMPANY, LLC.
Plan sponsor
Name
CALIBER COMPANY, LLC
EIN
93-2478489
Address
3611 NE OTTER VIEW CIR #42 · ANKENY, IA · 50021
Phone
(515) 619-2852
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
SAMBAZIS INC
SAMBAZIS INC .401K PLAN
$1.6M · 2 participants
KERN5 REALTY CORP.
KERN5 REALTY CORP. DEFINED BEENEFIT PLAN
$1.6M · 2 participants
J. SULLCO, INC.
J. SULLCO, INC. PROFIT SHARING PLAN
$1.6M · 4 participants
ZACHARIAE REALTY CORP.
ZACHARIAE REALTY CORP. 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 14 participants
J & P REAL ESTATE SERVICES INC.
J & P REAL ESTATE SERVICES INC. RETIREMENT PLAN
$1.6M · 5 participants
KLEIMAN GROUP INC
KLEIMAN GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 2 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B