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Original filing (PDF)20251002131848NAL0000324819001
CLIMB GLOBAL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CLIMB GLOBAL SOLUTIONS, INC. 401(K)
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
207
Accounts w/ balance
291
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 179% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMB GLOBAL SOLUTIONS, INC..
Plan sponsor
Name
CLIMB GLOBAL SOLUTIONS, INC.
EIN
13-3136104
Address
4 INDUSTRIAL WAY WEST SUITE 301 · EATONTOWN, NJ · 07724
Phone
(732) 389-8950
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLCC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $53K | — |
Investments
25 direct securities · 1 pooled fund· $18.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.0M
25 holdings
Pooled Separate Account
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.4M | 13.2% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.1M | 11.7% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.1M | 11.5% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.0M | 11.1% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.6M | 8.9% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.4M | 7.5% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.2M | 6.8% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.0M | 5.7% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $782K | 4.3% | |
| Principal Largecap Growth I R6 Mutual Fund | — | — | — | $685K | 3.8% | |
| Guaranteed Income Fund Guaranteed Investment Contract | — | — | — | $633K | 3.5% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Fund | — | — | — | $340K | 1.9% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund | — | — | — | $332K | 1.8% | |
| Nuveen International Equity Index R6 Mutual Fund | — | — | — | $253K | 1.4% | |
| Jpmorgan Equity Income R6 Mutual Fund | — | — | — | $236K | 1.3% | |
| Neuberger Berman Small Cap Growth R6 Mutual Fund | — | — | — | $235K | 1.3% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $224K | 1.2% | |
| Notes receivable from participants Bearing interest at 3.25%-12.50% - | — | — | — | $176K | 1.0% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $137K | 0.8% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $68K | 0.4% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $57K | 0.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $46K | 0.3% | |
| Allspring Core Bond R6 Mutual Fund | — | — | — | $24K | 0.1% | |
| American Funds Europacific Gr R6 Mutual Fund | — | — | — | $20K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $17K | <0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $7K | <0.1% |
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