# Climb Global Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wayside-technology-group-inc-401k-plan

> Climb Global Solutions, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRICEKUBECKA, PLCC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEKUBECKA, PLCC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wayside-technology-group-inc-401k-plan)

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