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Original filing (PDF)20231215132403NAL0026810897001
PARADIGM DKD GROUP, LLC
Form 5500
FILING_RECEIVED
PARADIGM DKD GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARADIGM DKD GROUP, LLC.
Plan sponsor
Name
PARADIGM DKD GROUP, LLC
EIN
11-3730938
Address
14850 QUORUM DRIVE SUITE 300 · DALLAS, TX · 75254
Phone
(469) 863-8952
Industry
Professional & Technical Servicessee all
Plan administrator
Name
MERCER INVESTMENTS, LLC
EIN
30-0282430
City
BOSTON, MA
Phone
(617) 747-9500
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-02-03
Filed
2023-12-15
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)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $159 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $12K | — |
Investments
22 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | — |
| MERCER DIVERSIFIED BOND MERCER · EIN 81-3188218 / PN 009 | Common Collective Trust | $0 | — |
| MERCER INTERNATIONAL STOCK MERCER · EIN 81-3158100 / PN 010 | Common Collective Trust | $0 | — |
| MERCER LARGE CAP STOCK MERCER · EIN 81-3183567 / PN 011 | Common Collective Trust | $0 | — |
| MERCER SMALLMID CAP STOCK MERCER · EIN 81-3153346 / PN 012 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2015 M MERCER · EIN 81-3269915 / PN 015 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2020 M MERCER · EIN 81-3277570 / PN 016 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2025 M MERCER · EIN 81-3292317 / PN 017 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2030 M MERCER · EIN 81-3306633 / PN 018 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2035 M MERCER · EIN 81-3324865 / PN 019 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2040 M MERCER · EIN 81-3334212 / PN 020 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2045 M MERCER · EIN 81-3355483 / PN 021 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2050 M MERCER · EIN 81-3367468 / PN 022 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2055 M MERCER · EIN 81-3408562 / PN 024 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2060 M MERCER · EIN 81-3428516 / PN 025 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE 2065 M MERCER · EIN 81-3546834 / PN 026 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE INCOME MERCER · EIN 81-3224417 / PN 013 | Common Collective Trust | $0 | — |
| STATE STREET GL ALL CAP EQ IDX NL A STATE STREET · EIN 90-0337987 / PN 299 | Common Collective Trust | $0 | — |
| STATE STREET REAL ASSET A STATE STREET · EIN 90-0337987 / PN 374 | Common Collective Trust | $0 | — |
| STATE STREET RUSSELL SMMD IDX NL A STATE STREET · EIN 04-0025081 / PN 453 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX NL A STATE STREET · EIN 04-0025081 / PN 097 | Common Collective Trust | $0 | — |
| STATE STREET US BOND INDEX NL A STATE STREET · EIN 90-0337987 / PN 177 | Common Collective Trust | $0 | — |
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