Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Calibre CPA Group PLLC
Calibre CPA Group PLLC
- Service provider, as named on Schedule C
- EIN 470900880
- Plan year 2024
- Direct compensation reported $546,845
Assets of those plans
$3,981,177,776
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$546,845
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 22 |
| 50 | Direct payment from the plan | 8 |
| 99 | Other fees | 1 |
| 11 | Actuarial | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Western Pennsylvania Electrical Employees Deferred Compensation Plan | Joint Board of Trustees IBEW Local Union No 5 & Western PA Chapter NE | $496,216,869 | 3,963 | $32,193 |
| Communications Workers of America Savings and Retirement Trust | Board of Trustees of the Communications Workers of America | $453,312,141 | 10,633 | $176,898 |
| IBEW Local 701 Retirement Savings Fund | Board of Trustees-local 701 Retirement Savings Fund | $418,646,579 | 2,023 | $16,800 |
| Smart Local 265 Supplemental Retirement Savings Plan | Board of Trustees-smart Local 265 Supp RET SVGS Plan | $378,010,842 | 2,490 | $46,410 |
| Liquor and Allied Workers Union Local No. 3, EMP | Trustees of Liquor and Allied WKRS Union Local 3 EMP Deferred Comp | $331,740,196 | 2,869 | $13,700 |
| Bricklayers and Trowel Trades Int'l Retirement Savings Plan | Bricklayers and Trowel Trades International Pension Fund | $265,276,432 | 23,618 | $22,918 |
| Hrsa-ila Annuity & Savings Plan | Board of Trustees of the Hrsa-ila Annuity & Savings Plan | $254,259,113 | 2,811 | $29,200 |
| Liuna National 401(k) Retirement Savings Plan | Board of Trustees of the Liuna National 401(k) Retirement Savings Plan | $181,534,121 | 1,231 | $14,800 |
| Smart National Supplemental Savings Plan | BD Ttees Smart National Supplemental Savings Plan | $162,180,001 | 13,624 | $34,300 |
| Afl-cio Deferred Compensation Plan | Trustee & Board of Directors of Afl-cio Deferred Compensation Plan | $154,628,108 | 1,520 | $32,564 |
| UFCW Local One 401(k) Savings Plan | BRD of Ttees UFCW Local One 401(k) Savings Plan | $154,169,664 | 11,426 | $15,000 |
| Opeiu National Retirement Savings Plan | Board of Trustees of the Opeiu National Retirement Savings Plan | $113,691,673 | 2,052 | $16,000 |
| SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan | Service Employees International Union | $108,325,418 | 1,759 | $12,000 |
| Plumbers & Pipefitters Local #25 401(k) Plan | Plumbers & Pipefitters Local #25 | $104,792,220 | 1,605 | $9,986 |
| Utility Workers Union of America Deferred Compens Plan | Board of Trustees of the UW of a Deferred Compensation Plan | $100,369,826 | 594 | $16,500 |
| Mechanics Local No. 701 Defined Contribution 401(k) | BD of Trustees Automobile Mechanics Local No 701 Defined Contribution | $82,907,098 | 4,321 | $5,000 |
| SEIU Supplemental Retirement Savings 401(k) Plan | Service Employees International Union | $56,124,841 | 378 | $11,000 |
| Operating Engineers Local 77 Individual Account Plan | Board of Trustees Operating Engineers Local 77 Individual Account Plan | $51,708,779 | 3,118 | $10,000 |
| I.B.E.W. Local No. 704 401(k) Plan | Board of Trustees IBEW Local 704 Retirement Income Plan | $48,202,125 | 239 | $12,000 |
| Local 813 Savings and Thrift Trust Fund | Board of Trustees of Local 813 Savings and Thrift Trust Fund | $30,490,610 | 1,398 | $8,326 |
| Mandex, Inc. 401(k) & Profit Sharing Plan | Mandex | $18,559,393 | 185 | $0 |
| East Central Illinois Pipe Trades 401(k) Plan | East Central IL Pipe Trades 401(k) Plan | $16,031,727 | 422 | $11,250 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.