Calibre Cpa Group, Profit Sharing Plan
Sponsored by Calibre Cpa Group, Pllc · EIN 470900880 · Plan #002
- Total assets
- $49.8M
- Net assets
- $49.8M
- Active participants
- 202
- With balances
- 318
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $71,661 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,752 |