Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIBER CORPORATE ADVISERS LLC
EIN 27-2413776Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
83
223 JENNIE LANE - FAIRFIELD, CT 06824646-489-0600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 83 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 CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants39
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 CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 44 | 2025 | |
| 001 | CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN | CashBalance | $2.2M | 39 | 2024 |
Retirement plans