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Original filing (PDF)20251013114106NAL0000555635001
PARAGON METALS LLC.
Form 5500
FILING_RECEIVED
PARAGON METALS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
215
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAGON METALS LLC..
Plan sponsor
Name
PARAGON METALS LLC.
EIN
06-1329217
Address
3010 W. MECHANIC STREET · HILLSDALE, MI · 49242
Phone
(517) 639-0606
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $48K | — |
Investments
19 direct securities · 1 pooled fund· $12.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.5M
19 holdings
Pooled Separate Account
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $6.1M | 94.0% | |
| MFS Growth R3 | — | — | — | $1.3M | 19.3% | |
| American Funds Intl Gr and Inc R6 | — | — | — | $1.2M | 18.7% | |
| Schwab Fundamental US Large Company Index Fund | — | — | — | $1.2M | 18.4% | |
| DFA Inflation Protected Securities Portfolio | — | — | — | $656K | 10.1% | |
| Janus Henderson Triton Fund Class N | — | — | — | $455K | 7.0% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $421K | 6.5% | |
| Vanguard Total International Bond Index Fund Admir | — | — | — | $340K | 5.3% | |
| Fidelity Adv Total Bond I | — | — | — | $306K | 4.7% | |
| Minnesota Life Insurance Company** MN Life Guaranteed Return | — | — | — | $222K | 3.4% | |
| Participants** Participant notes receivable bearing interest from 5.25 to 10.50 percent - | — | — | — | $166K | 2.6% | |
| Intech US Core | — | — | — | $58K | 0.9% | |
| Minnesota Life Insurance Company** Securian AM S&P 500 Index | — | — | — | $48K | 0.7% | |
| American Funds New Perspective Fund Class R6 | — | — | — | $46K | 0.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $31K | 0.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $23K | 0.3% | |
| DFA U.S. Small Cap Portfolio | — | — | — | $20K | 0.3% | |
| Vanguard Interm Bond Index Admiral | — | — | — | $19K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $3K | <0.1% | |
| DFA International Value Port | — | — | — | $3K | <0.1% |
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