AUMdb

Climb Global Solutions, Inc. 401(k)

Sponsored by Climb Global Solutions, Inc. · EIN 133136104 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
207
With balances
291

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $93,203
Onedigital Investment Advisors Llc Investment advisory (plan) $53,341