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CLIMB, INC. — CLIMB, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250804155110NAL0001417219001
CLIMB, INC.
Form 5500-SF
FILING_RECEIVED
CLIMB, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
99
Accounts w/ balance
114
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLIMB, INC.
.
Find decision makers
Plan sponsor
Name
CLIMB, INC.
EIN
95-3120344
Address
2300 W. MAIN STREET · ALHAMBRA, CA · 91801
Phone
(626) 289-5321
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LANDMARK TITLE AGENCY SOUTH, INC. 401(K) PLAN
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