Caliber Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Caliber Wealth Management LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $229,287 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $229,287
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $229,287
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bamboo Hr LLC | UT | 1 | $116,572 |
| Traeger Pellet Grills, LLC | UT | 1 | $61,350 |
| Dental Intelligence, Inc. | UT | 1 | $26,442 |
| Magleby Professional Services | UT | 1 | $19,923 |
| Intermountain Health Care, Inc. | UT | 1 | $5,000 |
State footprint
Plans reporting Caliber Wealth Management LLC are sponsored in UT (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bamboo Hr LLC | Bamboo Hr LLC 401(K) Plan | 2023 | $116,572 | not reported in the loaded dataset |
| Traeger Pellet Grills, LLC | Traeger 401(K) Plan | 2023 | $61,350 | not reported in the loaded dataset |
| Dental Intelligence, Inc. | Dental Intel 401(K) Plan | 2023 | $26,442 | not reported in the loaded dataset |
| Magleby Professional Services | Magleby Professional Services 401(K) Plan | 2023 | $19,923 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $5,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Bamboo Hr LLC 401(K) Plan (plan 001)
- Bamboo Hr LLC — all reported plans
- Traeger 401(K) Plan (plan 001)
- Traeger Pellet Grills, LLC — all reported plans
- Dental Intel 401(K) Plan (plan 001)
- Dental Intelligence, Inc. — all reported plans
- Magleby Professional Services 401(K) Plan (plan 001)
- Magleby Professional Services — all reported plans
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources