Back to filter
Original filing (PDF)20250401111232NAL0013183618001
PARAGON DISTRIBUTION, LLC
Form 5500-SF
FILING_RECEIVED
PARAGON DISTRIBUTION 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
24
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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 PARAGON DISTRIBUTION, LLC.
Plan sponsor
Name
PARAGON DISTRIBUTION, LLC
EIN
27-4321243
Address
1841-A WEST OAK PARKWAY · MARIETTA, GA · 30062
Phone
(770) 795-9564
Industry
Wholesale Tradesee 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
2025-04-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
SHULTZ & JAMES, INC.
SHULTZ & JAMES, INC. 401(K) PROFIT SHARING RETIREMENT PLAN
$1.8M · 11 participants
AIR COMFORT SERVICE CORP
AIR COMFORT SERVICE CORP 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 76 participants
SHIPLEY PLUMBING LLC
SHIPLEY PLUMBING LLC DAVIS BACON PLAN
$1.8M · 8 participants
CENTRAL CORPORATION OF OSHKOSH
CENTRAL CORPORATION OF OSHKOSH 401(K) PROFIT SHARING PLAN
$1.8M · 7 participants
INDUSTRIAL PLUMBING SUPPLY, LLC
IPS BENEFIT PLAN
$1.8M · 15 participants
YARDLEY ORGILL CO, INC. DBA YO FIRE
YO FIRE 401K PLAN
$1.8M · 27 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants