Plan Snapshot
- Plan Sponsor: Caliber Public Schools
- Sponsor EIN: 461219795
- Sponsor Address: 3260 BLUME DRIVE SUITE 120, RICHMOND, CA, 94806
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 223 | $7.6M | $415,256 | $873,434 |
| 2023 | 213 | $5.8M | $325,953 | $876,897 |
| 2022 | 235 | $4.3M | $362,439 | $799,177 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $52,730 | $2,125 | — | — | — |
| 2023 | $44,387 | $1,505 | — | — | — |
| 2022 | $35,367 | — | $35,367 | — | — |