CALIBER HOME.LOANS, INC. 401(K) PLAN

Plan Contact

  • Address: 3701 REGENT BOULEVARD,IRVING,TX
  • Contact person: SVETLANA FARWELL
  • Phone: (214) 874-4198

Plan General Information

CALIBER HOME.LOANS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of CALIBER HOME.LOANS, INC. 401(K) PLAN is $38,553,121.00.This plan was established in 2009.

CALIBER HOME.LOANS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in CALIBER HOME.LOANS, INC. 401(K) PLAN is 2538

CALIBER HOME.LOANS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for CALIBER HOME.LOANS, INC. 401(K) PLAN is $15,190.00

CALIBER HOME.LOANS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for CALIBER HOME.LOANS, INC. 401(K) PLAN is $5,505.00.

CALIBER HOME.LOANS, INC. 401(K) PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in CALIBER HOME.LOANS, INC. 401(K) PLAN is approximately $922.00
Investing in this additonal $922.00 for 20 years would give you extra $59,020.00, assuming a 10% annual return.

CALIBER HOME.LOANS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2014, CALIBER HOME.LOANS, INC. 401(K) PLAN allocates $2,340,551.00 to match its employees' contributions, providing an employer match rate of 33.50% of their contributions

CALIBER HOME.LOANS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of CALIBER HOME.LOANS, INC. 401(K) PLAN is 66.07%.

CALIBER HOME.LOANS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for CALIBER HOME.LOANS, INC. 401(K) PLAN is 5.58%. This measures the effectiveness of the plan participants' investments in the year.

CALIBER HOME.LOANS, INC. 401(K) PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of CALIBER HOME.LOANS, INC. 401(K) PLAN is 0.18%.

Enrollment Features

CALIBER HOME.LOANS, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …