# Caliber Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/caliber-wealth-management-401k-plan

> Caliber Wealth Management's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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