How big is Paulson Office, LLC's plan?

Paulson Office, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250708172417NAL0011693890001

Paulson Office, LLC

Name: Paulson Office, LLC — Paulson Office, LLC 401(k), Form 5500 (2024)
Creator: Paulson Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paulson Office, LLC 401(k) Plan

401(k) retirement plan · Paulson Office, LLC's Paulson Office, LLC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Terry Robbins signed Paulson Office, LLC's 2024 Form 5500 as plan administrator.

Terry Robbins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paulson Office, LLC's EIN is 26-4082542.

EIN 26-4082542

Plan number 001

Plan year 2024

ACK ID 20250708172417NAL0011693890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paulson Office, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paulson Office, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score