# Caliber Service Mgmt, LLC 401(k) Plan
Source: https://planprovider.pro/companies/caliber-service-mgmt-llc-814667438-501

> Caliber Service Mgmt, LLC's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caliber Service Mgmt, LLC

- **Sponsor EIN:** 814667438

- **Sponsor Address:** 397 EAGLEVIEW BLVD, EXTON, PA, 19341

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 81

- **Total Assets:** $49,650

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|81|$49,650|$0|$0|

| 2024|79|$1,981|$649,667|$0|

## 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|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$38,446|—|$38,446|

| LUCENT HEALTH|Other Service Provider|$31,102|—|$31,102|

| THE BENECON GROUP|Investment Advisor|$20,900|—|$20,900|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,448

- **Estimated Expense Ratio:** 182.171% of plan assets

### 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|

| 2025|$51,504|—|—|—|—|

| 2024|$753,066|—|—|—|—|

## Similar Plans

- [Asplundh Tree Expert, LLC](https://planprovider.pro/companies/asplundh-tree-expert-llc-231277550-510) — 30,950 participants

- [Asplundh Tree Expert, LLC](https://planprovider.pro/companies/asplundh-tree-expert-llc-401k-plan-003) — 22,463 participants

- [Brightview Landscapes, LLC](https://planprovider.pro/companies/brightview-landscapes-llc-401k-plan) — 14,899 participants

- [Asplundh Tree Expert, LLC](https://planprovider.pro/companies/asplundh-tree-expert-llc-401k-plan-001) — 2,468 participants

- [Green Lawn Fertilizing, LLC](https://planprovider.pro/companies/green-lawn-fertilizing-llc-401k-plan) — 314 participants

- [Caliber Service Mgmt, LLC](https://planprovider.pro/companies/caliber-service-mgmt-llc-814667438-502) — 100 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caliber-service-mgmt-llc-814667438-501)

© 2026 PlanProvider.Pro