Caliber Holdings Llc Retirement Savings Plan
Sponsored by Wand Newco 3, Inc. · EIN 832856885 · Plan #001
- Total assets
- $862M
- Net assets
- $862M
- Active participants
- 31,299
- With balances
- 36,170
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $1,207,830 |
| L Scott Austin Pllc | Legal | $54,298 |
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $35,892 |
| Crowe Llp | Accounting | $26,250 |