Plan Snapshot
- Plan Sponsor: Caliber Plumbing & Mechanical INC.
- Sponsor EIN: 475329396
- Sponsor Address: 2615 NW ST. HELENS ROAD, PORTLAND, OR, 97210
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $6.1M | $731,662 | $327,282 |
| 2023 | 124 | $4.8M | $859,792 | $328,499 |
| 2022 | 119 | $3.6M | $768,854 | $344,329 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELAP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,884 | — | $20,920 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |