How big is Paragon Financial, LLC's plan?

Paragon Financial, LLC's plan reported $3.8M in assets and 4 participants for 2024.

Original filing (PDF)20250726173305NAL0003751443001

Paragon Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Paragon Financial, LLC Flexible 401(k) Plan

401(k) retirement plan · Paragon Financial, LLC's Paragon Financial, LLC Flexible 401(k) Plan held $3.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Paragon Financial, LLC's EIN is 56-2158507.

EIN 56-2158507

Plan number 001

Plan year 2024

ACK ID 20250726173305NAL0003751443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paragon Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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