How big is Paradigm Wealth Management LLC's plan?

Paradigm Wealth Management LLC's plan reported $574K in assets and 19 participants for 2024.

Original filing (PDF)20250714140109NAL0002836194001

Paradigm Wealth Management LLC

Name: Paradigm Wealth Management LLC — Paradigm Wealth, Form 5500 (2024)
Creator: Paradigm Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paradigm Wealth Management 401(k) Plan

401(k) retirement plan · Paradigm Wealth Management LLC's Paradigm Wealth Management 401(k) Plan held $574K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

People on this filing

Laura Miller signed Paradigm Wealth Management LLC's 2024 Form 5500 as plan administrator.

Laura Miller — 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

Paradigm Wealth Management LLC's EIN is 27-1224458.

EIN 27-1224458

Plan number 001

Plan year 2024

ACK ID 20250714140109NAL0002836194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paradigm Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paradigm Wealth Management 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 PARADIGM WEALTH MANAGEMENT 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PARADIGM WEALTH MANAGEMENT LLC

EIN

all filings

Address

1140 US HIGHWAY 22 · SUITE 103 · BRIDGEWATER, NJ · 08807

Phone

(908) 450-7402

Industry

Finance & Insurance

Plan administrator