Caliber Wealth Management
Plan context: Diversify Partner Services 401(K) Plan
EIN 47-1873640 • Orem, UT • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
135
2024 Assets
$10,521,548
2024 Contributions
$2,279,241
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 135 | $10,521,548 | $2,279,241 | $16,883iApproximate average salary by contribution assumption: employee only about $422,082 at 4% or $281,388 at 6%; with 50% employer match about $281,388 at 4% or $187,592 at 6%; with 100% employer match about $211,041 at 4% or $140,694 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 135 | $10,521,548 | $2,279,241 | $16,883iApproximate average salary by contribution assumption: employee only about $422,082 at 4% or $281,388 at 6%; with 50% employer match about $281,388 at 4% or $187,592 at 6%; with 100% employer match about $211,041 at 4% or $140,694 at 6%. |
| 2023 | 1 | 8 | $540,944 | $90,851 | $11,356iApproximate average salary by contribution assumption: employee only about $283,909 at 4% or $189,273 at 6%; with 50% employer match about $189,273 at 4% or $126,182 at 6%; with 100% employer match about $141,955 at 4% or $94,636 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 8 | $540,944 | $90,851 | $11,356iApproximate average salary by contribution assumption: employee only about $283,909 at 4% or $189,273 at 6%; with 50% employer match about $189,273 at 4% or $126,182 at 6%; with 100% employer match about $141,955 at 4% or $94,636 at 6%. |
| 2022 | 1 | 8 | $358,395 | $104,280 | $13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 8 | $358,395 | $104,280 | $13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%. |
| 2021 | 1 | 5 | $346,020 | $63,438 | $12,688iApproximate average salary by contribution assumption: employee only about $317,190 at 4% or $211,460 at 6%; with 50% employer match about $211,460 at 4% or $140,973 at 6%; with 100% employer match about $158,595 at 4% or $105,730 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 5 | $346,020 | $63,438 | $12,688iApproximate average salary by contribution assumption: employee only about $317,190 at 4% or $211,460 at 6%; with 50% employer match about $211,460 at 4% or $140,973 at 6%; with 100% employer match about $158,595 at 4% or $105,730 at 6%. |
| 2020 | 1 | 4 | $277,506 | $40,249 | $10,062iApproximate average salary by contribution assumption: employee only about $251,556 at 4% or $167,704 at 6%; with 50% employer match about $167,704 at 4% or $111,803 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 4 | $277,506 | $40,249 | $10,062iApproximate average salary by contribution assumption: employee only about $251,556 at 4% or $167,704 at 6%; with 50% employer match about $167,704 at 4% or $111,803 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%. |
| 2019 | 1 | 4 | $169,893 | $109,638 | $27,410iApproximate average salary by contribution assumption: employee only about $685,238 at 4% or $456,825 at 6%; with 50% employer match about $456,825 at 4% or $304,550 at 6%; with 100% employer match about $342,619 at 4% or $228,413 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 4 | $169,893 | $109,638 | $27,410iApproximate average salary by contribution assumption: employee only about $685,238 at 4% or $456,825 at 6%; with 50% employer match about $456,825 at 4% or $304,550 at 6%; with 100% employer match about $342,619 at 4% or $228,413 at 6%. |
| 2018 | 1 | 4 | $47,009 | $50,182 | $12,546iApproximate average salary by contribution assumption: employee only about $313,638 at 4% or $209,092 at 6%; with 50% employer match about $209,092 at 4% or $139,394 at 6%; with 100% employer match about $156,819 at 4% or $104,546 at 6%. |
| Diversify Partner Services 401(K) Plan | - | 4 | $47,009 | $50,182 | $12,546iApproximate average salary by contribution assumption: employee only about $313,638 at 4% or $209,092 at 6%; with 50% employer match about $209,092 at 4% or $139,394 at 6%; with 100% employer match about $156,819 at 4% or $104,546 at 6%. |