Original filing (PDF)20251003082000NAL0002961474001

PARADIGM MANAGEMENT TEAM, LLC

Name: PARADIGM MANAGEMENT TEAM, LLC — PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN, Form 5500 (2024)
Creator: PARADIGM MANAGEMENT TEAM, LLC

Form 5500

FILING_RECEIVED

PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN

401(k) retirement plan

Active participants

361

Accounts w/ balance

450

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (11 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARADIGM MANAGEMENT TEAM, LLC.

Plan sponsor

Name

PARADIGM MANAGEMENT TEAM, LLC

EIN

20-3697047

Address

220 N. MAIN ST. · GAINESVILLE, FL · 32601

Phone

(352) 375-2152

Industry

Real Estatesee 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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

CARON AND BLETZER PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Investments

45 direct securities· $21.4M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Growth Company Fund "	—	—	—	$2.4M	10.9%
Fidelity Blue Chip Growth Fund "	—	—	—	$2.0M	9.3%
Fidelity Freedom 2055 Fund "	—	—	—	$1.6M	7.5%
Fidelity Freedom 2035 Fund "	—	—	—	$1.5M	6.8%
Fidelity Freedom 2040 Fund "	—	—	—	$1.4M	6.6%
Fidelity Freedom 2050 Fund "	—	—	—	$1.4M	6.3%
Fidelity Freedom 2045 Fund "	—	—	—	$1.3M	5.9%
Fidelity Freedom 2030 Fund "	—	—	—	$1.3M	5.9%
Fidelity Freedom 2060 Fund "	—	—	—	$1.0M	4.7%
Fidelity Total Market Index Fund "	—	—	—	$859K	4.0%
Fidelity 500 Index Fund "	—	—	—	$837K	3.9%
Fidelity OTC Portfolio "	—	—	—	$525K	2.4%
Fidelity Value Fund "	—	—	—	$468K	2.2%
Fidelity Low-Priced Stock Fund "	—	—	—	$434K	2.0%
Fidelity Government Money Market Fund "	—	—	—	$412K	1.9%
Fidelity Freedom 2065 Fund "	—	—	—	$400K	1.8%
Fidelity Contrafund "	—	—	—	$394K	1.8%
Fidelity Mid-Cap Stock Fund "	—	—	—	$329K	1.5%
Fidelity Diversified International Fund "	—	—	—	$283K	1.3%
Fidelity Small Cap Discovery Fund "	—	—	—	$266K	1.2%
Fidelity Growth Strategies Fund "	—	—	—	$250K	1.2%
Fidelity Freedom 2025 Fund "	—	—	—	$194K	0.9%
Fidelity Overseas Fund "	—	—	—	$184K	0.9%
Fidelity Focused Stock Fund "	—	—	—	$177K	0.8%
Fidelity Large Cap Stock Fund "	—	—	—	$163K	0.8%
Fidelity Freedom 2010 Fund "	—	—	—	$162K	0.7%
Fidelity Extended Market Index Fund "	—	—	—	$132K	0.6%
Fidelity Equity Dividend Income Fund "	—	—	—	$129K	0.6%
Fidelity Intermediate Bond Fund "	—	—	—	$122K	0.6%
Fidelity Investment Grade Bond Fund "	—	—	—	$120K	0.6%
Fidelity International Index Fund "	—	—	—	$108K	0.5%
Fidelity Dividend Growth Fund "	—	—	—	$100K	0.5%
Fidelity Puritan Fund Mutual fund	—	—	—	$87K	0.4%
Fidelity Real Estate Investment Portfolio "	—	—	—	$84K	0.4%
Fidelity Short-Term Bond Fund "	—	—	—	$78K	0.4%
Fidelity Small Cap Value Fund "	—	—	—	$67K	0.3%
Fidelity Freedom Income Fund "	—	—	—	$47K	0.2%
Fidelity Freedom 2020 Fund "	—	—	—	$33K	0.2%
Fidelity Equity-Income Fund "	—	—	—	$27K	0.1%
Fidelity Value Strategies Fund "	—	—	—	$17K	<0.1%
Fidelity U.S. Bond Index Fund "	—	—	—	$12K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund " ** 351 * Fidelity Long-Term Treasury Bond Index Fund "	—	—	—	$10K	<0.1%
Fidelity Freedom 2015 Fund "	—	—	—	$10K	<0.1%
Fidelity Short-Term Treasury Bond Index Fund "	—	—	—	$7K	<0.1%
Fidelity Freedom 2070 Fund "	—	—	—	$2K	<0.1%