Calibre Systems, Inc. Profit Sharing Plan
Sponsored by Calibre Systems, Inc. · EIN 521602142 · Plan #002
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 599
- With balances
- 965
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $177,562 |
| Creative Planning | Investment management, Other fees | $0 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |