Plan Snapshot
- Plan Sponsor: Climb Global Solutions, INC.
- Sponsor EIN: 133136104
- Sponsor Address: 4 INDUSTRIAL WAY WEST SUITE 301, EATONTOWN, NJ, 07724
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $18.1M | $628,997 | $1.6M |
| 2023 | 166 | $14.9M | $476,899 | $1.3M |
| 2022 | 143 | $11.6M | $347,197 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $93,203 | — | $93,203 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $53,341 | — | $53,341 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,544
- Estimated Expense Ratio: 0.810% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $146,544 | $53,341 | — | — | — |
| 2023 | $120,831 | — | $77,472 | — | — |
| 2022 | $118,750 | $43,542 | $74,763 | — | — |