CALIBRE CPA GROUP PLLC
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served190-9 YoYRank #124 of mapped providers
Assets under administration$161.3B0.2%Market share · rank #93
Fees received$11MMedian $33,205/planSum across Schedule C direct + indirect
Net wins YoY-119 won · 20 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CALIBRE CPA GROUP PLLC plan look like?
Service mix · median fees per plan
Count of plans where CALIBRE CPA GROUP PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing)Code 10 | 185 | $33,279 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $9,358 | |
Direct payment from the planCode 50 | 2 | $44,881 |
Competitor overlap
Percent of CALIBRE CPA GROUP PLLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CALIBRE CPA GROUP PLLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | EAGLE CAPITAL MANAGEMENT, LLC | $3.7B |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | LANGLOIS | $1.3B |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | WEAVER AND TIDWELL, LLP | $968M |
TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FUIL · 516077720-001 | ASB CAPITAL MANAGEMENT | $376M |
TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSIONIL · 366147407-001 | AMERICAN REALTY ADVISORS | $314M |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALICA · 956031812-002 | MILLER KAPLAN ARASE LLP | $273M |
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUNDIL · 366474808-001 | BENESYS, INC. | $253M |
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLANNY · 166184130-003 | WEAVER AND TIDWELL, LLP | $154M |
SERVICE EMPLOYEES INTERNATIONAL UNIONDC · 360852885-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $56M |
Plans lost in 2024
Appeared last year under CALIBRE CPA GROUP PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENTWA · 916029051-001 | NORTHWEST CARPENTERS TRUST | $3.3B |
BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUNDTX · 751280827-001 | LAW OFFICES OF CARROLL AND SCULLY | $1.5B |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | LOOMIS SAYLES | $1.4B |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | WITHUMSMITH+BROWN, PC | $896M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | WEDGE CAPITAL MANAGEMENT | $373M |
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLANMD · 521190205-001 | ZENITH AMERICAN SOLUTIONS | $351M |
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLANMO · 436175719-002 | LEES PRINTING CO, INC. | $231M |
BOARD OF TRUSTEES, OPEIU LOCALS 30 & 537CA · 956072309-001 | RAEL & LETSON | $133M |
ACTORS' EQUITY ASSOCIATIONNY · 130413995-001 | AMERICAN REALTY ADVISORS | $43M |
BOARD OF TRUSTEES UFCW-GIANT VARIABLE ANNUITY FUNDMD · 862048100-001 | ASSOCIATED ADMINISTRATORS, LLC | $40M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $697,806 | 10y | - |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $261,620 | 8y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $1M | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $515,264 | 9y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $639,640 | 7y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $166,552 | 1y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $140,000 | 2y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $107,887 | 2y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $236,871 | 6y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $108,162 | 10y | - |
Flag exposure
90.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (15)
Raw Schedule C names collapsed into CALIBRE CPA GROUP PLLC.
- CALIBRE
- CALIBRE CPA
- CALIBRE CPA GROUP
- CALIBRE CPA GROUP LLC
- CALIBRE CPA GROUP PLC
- CALIBRE CPA GROUP PLLC
- CALIBRE CPA GROUP, LLC
- CALIBRE CPA GROUP, LLP
- CALIBRE CPA GROUP, P.L.L.C.
- CALIBRE CPA GROUP, PLLC
- CALIBRE CPA GROUP, PLLC.
- CALIBRE CPA PLLC
- CALIBRE CPR GROUP
- CALIBRE GROUP, LLC
- CALIBRE NETWORKS SOLUTIONS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CALIBRE CPA GROUP PLLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 1.58% | 7.76% | -6.18 pp |
| Fidelity bond gap | 1 | 0.53% | 26.94% | -26.41 pp |
| Late contributions | 10 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 1.58% | 1.76% | -0.18 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CALIBRE CPA GROUP PLLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).