Original filing (PDF)20241105115113NAL0016450850001

PARAGON WEALTH STRATEGIES LLC

Name: PARAGON WEALTH STRATEGIES LLC — PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN, Form 5500 (2023)
Creator: PARAGON WEALTH STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARAGON WEALTH STRATEGIES LLC.

Plan sponsor

Name

PARAGON WEALTH STRATEGIES LLC

EIN

03-0540297all filings

Address

10245 CENTURION PKWY N · SUITE 106 · JACKSONVILLE, FL · 32256

Phone

(904) 861-0093

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-26

Filed

2024-11-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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