CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST

  • Address: 3260 BLUME DRIVE SUITE 120,RICHMOND,CA
  • Contact person: ESTEFANIA GARCIA
  • Phone: (510) 850-7329

CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is $4,249,472.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is 236

In 2021, the average participant retirement account value for CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is $18,006.00

In 2021, the estimated average employee contribution amount per participant for CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is $2,829.00

In 2021, the estimated average employer match for an employee in CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is approximately $1,320.00

In 2021, CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST allocates $311,640.00 to match its employees' contributions, providing an employer match rate of 46.66% of their contributions

In 2021, the total retirement plan asset growth rate of CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is 41.30%

In 2021, the estimated aggregate retirement account investment gain/loss for CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is 16.83%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN & TRUST is 0.88%.

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