Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIBER ASSOCIATES
EIN 20-8563312biotechnologyLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
4
PO BOX 1166 - CARDIFF BY THE SEA, CA 92007858-551-7880caliberassociates.comLinkedIn1-10 employeesbiotechnology
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALIBER ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIBER ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 2 | 2025 | |
| 003 | CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 2 | 2025 |
Retirement plans