Original filing (PDF)20230828101022NAL0003825409001

PARAGON DEVELOPMENT SYSTEMS, INC.

Name: PARAGON DEVELOPMENT SYSTEMS, INC. — PARAGON DEVELOPMENT SYSTEMS, INC. SAVINGS AND RETIREMENT PLAN, Form 5500 (2022)
Creator: PARAGON DEVELOPMENT SYSTEMS, INC.

Form 5500

FILING_RECEIVED

PARAGON DEVELOPMENT SYSTEMS, INC. SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.4 moNo recordkeeper disclosed

Active participants

317

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

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

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Knocking points off

Filed 1.4 months past the 10.5-month grace window.
No recordkeeper disclosed on Schedule C.
Only 1% as many balances as active participants — suggests many active employees aren't deferring.

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 DEVELOPMENT SYSTEMS, INC..

Plan sponsor

Name

PARAGON DEVELOPMENT SYSTEMS, INC.

EIN

39-1563465

Address

13400 BISHOPS LANE · BROOKFIELD, WI · 53005

Phone

(262) 569-5320

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

WIPFLI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$76K	—

Investments

1 pooled fund· $152K

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.