CALIBER WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
74,880
Total plan assets
$6.3B
Filings (rows)
15
Direct comp
$717K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant14
Other1
Top plans served
All 15 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $5K |
| BAMBOO HR LLC BAMBOO HR LLC 401(K) PLAN | DRAPER, UT | Advisor / Consultant ADVISOR | 1,500 | $93.2M | $122K |
| BAMBOO HR LLC BAMBOO HR LLC 401(K) PLAN | DRAPER, UT | Advisor / Consultant ADVISOR | 1,203 | $63.5M | $117K |
| BAMBOO HR LLC BAMBOO HR LLC 401(K) PLAN | LINDON, UT | Advisor / Consultant ADVISOR | 1,231 | $40.8M | $88K |
| TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 529 | $37.2M | $77K |
| TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 452 | $29.4M | $61K |
| TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 545 | $22.9M | $72K |
| DENTAL INTELLIGENCE, INC. DENTAL INTEL 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant ADVISOR | 186 | $10.6M | $28K |
| DENTAL INTELLIGENCE, INC. DENTAL INTEL 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant ADVISOR | 185 | $7.3M | $26K |
| BRAINSTORM, INC. BRAINSTORM, INC. 401(K) PLAN | AMERICAN FORK, UT | Advisor / Consultant ADVISOR | 88 | $6.0M | $31K |
| MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON, UT | Advisor / Consultant ADVISOR | 127 | $5.7M | $23K |
| MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON, UT | Advisor / Consultant ADVISOR | 126 | $5.0M | $20K |
| DENTAL INTELLIGENCE, INC. DENTAL INTEL 401(K) PLAN | PLEASANT GROVE, UT | Advisor / Consultant ADVISOR | 206 | $4.7M | $21K |
| MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON, UT | Advisor / Consultant ADVISOR | 131 | $3.7M | $18K |
| POINTE PEST CONTROL - IL, LLC POINTE PEST CONTROL - IL, LLC 401K PLAN | EAGLE, ID | Advisor / Consultant FIDUCIARY ADVISOR | 0 | $0 | $8K |