Plan Snapshot
- Plan Sponsor: Caliber Wealth Management
- Sponsor EIN: 471873640
- Sponsor Address: 980 EAST 800 NORTH, OREM, UT, 84097
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 135 | $10.5M | $794,162 | $1.1M |
| 2023 | 8 | $540,944 | $25,067 | $65,784 |
| 2022 | 8 | $358,395 | $28,175 | $70,374 |