Paragon Private Wealth Management LLC (EIN 86-3450896) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $641K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Paragon Private Wealth Management 401(k) Plan | 001 | 5 | $641K |
| Paragon Private Wealth Management LLC CBS Benefit Plan | 501 | 0 | $0 |
86-3450896 is the Employer Identification Number (EIN) Paragon Private Wealth Management LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
