Caliber Audit & Attest LLP

Employee Benefit Plan Auditor

San Luis Abispo, CA

About Caliber Audit & Attest LLP

<p>At 805 Aerovista Place, Ste. 103 in San Luis Obispo, Caliber Audit &amp; Attest LLP works with businesses across California’s Central Coast as an audit and attest CPA firm.</p> <p>The firm focuses on audit and attest engagements and has a recent peer review pass rating. Clients looking for <a href="/retirement-plans">retirement plan providers</a> support often start with a qualified auditor; Caliber Audit &amp; Attest LLP is a local option for plan sponsors in the region.</p> <p>Kimberlyn M. Spiller is the main contact, and the firm is known for detailed, structured audit work. A clear differentiator is its Central Coast location paired with a dedicated audit-and-attest focus rather than a broad, generalist practice.</p> <p>More information is available at <a href="https://www.calibercpas.com/">https://www.calibercpas.com/</a> or by phone at (805) 888-0241.</p> <ul> <li>Firm type: CPA firm specializing in audit and attest</li> <li>Retirement plan-related work: <a href="/auditors/401k">401(k) auditors</a> support for plan sponsors</li> <li>Peer review: recent pass rating</li> <li>Address: 805 Aerovista Place, Ste. 103, San Luis Obispo, CA</li> <li>Contact: Kimberlyn M. Spiller; (805) 888-0241</li> </ul>

Website: https://www.calibercpas.com/

Office Locations

  • San Luis Abispo, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 31
  • Total AUM Audited: $450.1M
  • 401(k): 31 plans, $450.1M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLANPEARCE SERVICES, LLC, CA$34M2,531
MOVEWORKS INC. 401(K) PLANMOVEWORKS INC., CA$28M374
TENNIS WAREHOUSE 401(K) PROFIT SHARING PLANSPORTS WAREHOUSE, INC., CA$27M511
FIRESTONE WALKER, INC. 401(K) PLANFIRESTONE WALKER, INC. DBA FIRESTONE WALKER BREWING CO., CA$26M439
EARTH SYSTEMS, INC. 401(K) PLANEARTH SYSTEMS, INC., CA$23M106
CANNON CORPORATION 401(K) PLANCANNON CORPORATION, CA$22M153
CENTRAL COAST HOME HEALTH RETIREMENT PLANCENTRAL COAST HOME HEALTH, INC., CA$21M409
LINDAMOOD-BELL LEARNING PROCESSES 401(K) PROFIT SHARING PLANLINDAMOOD-BELL LEARNING PROCESSES, CA$18M542
MGE UNDERGROUND, INC. 401(K) PLANMGE UNDERGROUND, INC., CA$17M182
MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLANMORRIS & GARRITANO INSURANCE AGENCY, INC., CA$17M134
DUNN SCHOOL DC RETIREMENT PLANDUNN SCHOOL, CA$17M64
MOVEMENT FOR LIFE 401(K) PROFIT SHARING PLANMOVEMENT FOR LIFE, INC., CA$15M194
TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUSTTOYOTA OF SANTA MARIA, CA$14M276
AGRIVISION, INC. 401(K) PLAN & TRUSTAGRIVISION, INC., CA$12M135
JASMINE VINEYARDS, INC. PROFIT SHARING PLANJASMINE VINEYARDS, INC., CA$11M548
YOUR PEOPLE PROFESSIONALS MULTIPLE EMPLOYER PLANYOUR PEOPLE PROFESSIONALS, INC. DBA YOUR PEOPLE PROFESSIONALS, CA$11M254
EDGE AUTONOMY RETIREMENT PLANEDGE AUTONOMY OPERATIONS, LLC, CA$11M383
IMPRIMUS LABELS AND PACKAGING 401(K) PSPAALP, LLC, CA$10M211
PAVEMENT ENGINEERING INC. 401(K) SAVINGS & PROFIT SHARING PLANPAVEMENT ENGINEERING INC., CA$10M86
T-MHA PENSION PLANTRANSITIONS - MENTAL HEALTH ASSOCIATION, CA$10M239

Showing top 20 of 32 plans serviced in 2024.

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