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Original filing (PDF)20250929121532NAL0015171603001
PARAGON TECHNOLOGY GROUP, INC.
Form 5500
FILING_RECEIVED
PARAGON TECHNOLOGY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
160
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAGON TECHNOLOGY GROUP, INC..
Plan sponsor
Name
PARAGON TECHNOLOGY GROUP, INC.
EIN
54-1831233
Address
1934 OLD GALLOWS ROAD, SUITE 350 · VIENNA, VA · 22182
Phone
(703) 734-1102
Industry
Professional & Technical Servicessee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $24K | — |
Investments
32 direct securities· $11.1M(99% of reported assets)
Uncategorized
$10.0M
31 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Fidelity 500 Index Fund | — | — | — | $1.5M | 13.0% | |
| MSCI International Stock Market Index 342 JP Morgan JPMorgan Smart Retirement 2020 Fund | Mutual Funds | — | — | $1.1M | 10.2% | |
| JP Morgan JPMorgan Smart Retirement 2025 Fund | — | — | — | $905K | 8.1% | |
| JP Morgan JPMorgan Smart Retirement 2030 Fund | — | — | — | $814K | 7.3% | |
| Self Directed Brokerage Account Various Brokerage Link | — | — | — | $640K | 5.7% | |
| JP Morgan JPMorgan Smart Retirement 2040 Fund | — | — | — | $633K | 5.7% | |
| JP Morgan JPMorgan Smart Retirement 2045 Fund | — | — | — | $610K | 5.5% | |
| Prometric PRMTRC CMDY STRAT I 358 JP Morgan JPM GROWTH ADVTG R5 | — | — | — | $559K | 5.0% | |
| Fidelity Advisor Government Money Market Fund | — | — | — | $507K | 4.5% | |
| JP Morgan JPMorgan Smart Retirement 2060 Fund | — | — | — | $497K | 4.5% | |
| JP Morgan JPMorgan Smart Retirement 2035 Fund | — | — | — | $481K | 4.3% | |
| JP Morgan Mid Cap Growth Fund I | — | — | — | $357K | 3.2% | |
| American Century Mid Cap Value Inv Fund | — | — | — | $328K | 2.9% | |
| Fidelity Advisor Industrials Class I Fund | — | — | — | $324K | 2.9% | |
| Fidelity Advisor FA LARGE CAP I | — | — | — | $284K | 2.5% | |
| JP Morgan JPMorgan Smart Retirement 2050 Fund | — | — | — | $226K | 2.0% | |
| BlackRock BR ADV SC CORE INST | — | — | — | $193K | 1.7% | |
| JP Morgan U.S. Research Enhanced Equity Fund I | — | — | — | $162K | 1.4% | |
| Fidelity Advisor Government Income Class I | — | — | — | $145K | 1.3% | |
| JP Morgan JPMorgan Smart Retirement Income Fund R5 | — | — | — | $135K | 1.2% | |
| American Funds Moderate Growth and Income Portfolio R6 | — | — | — | $121K | 1.1% | |
| Pimco Total Return Bond Z Fund | — | — | — | $104K | 0.9% | |
| Fidelity Advisor Energy Class I | — | — | — | $80K | 0.7% | |
| Fidelity Advisor Strategic Income Class I | — | — | — | $78K | 0.7% | |
| Bank of New York Mellon Bond Market Index I | — | — | — | $69K | 0.6% | |
| JP Morgan JPMorgan Smart Retirement 2055 Fund | — | — | — | $62K | 0.6% | |
| Fidelity Advisor International Capital Appreciation I | — | — | — | $58K | 0.5% | |
| Fidelity Advisor Mid Cap Index Fund | — | — | — | $40K | 0.4% | |
| Goldman Sachs Emerging Market Equity Insights Fund | — | — | — | $37K | 0.3% | |
| Fidelity Advisor International Growth Class I | — | — | — | $33K | 0.3% | |
| Fidelity Advisor Small Cap Index Fund | — | — | — | $19K | 0.2% | |
| Fidelity Advisor Small Cap Growth Fund Class A | — | — | — | $14K | 0.1% |
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