What public Form 5500 filings show about the Paragon Brokerage Group 401(k) plan — and how to find and check your own account.
Paragon Brokerage Group (EIN 75-2705338) reports PARAGON BROKERAGE 401(K) on its most recent Form 5500, with $658K in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Paragon Brokerage Group filing — schedules, fees, and providers.
Paragon Brokerage Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Paragon Brokerage GroupHR for the recordkeeper’s name and login.