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Original filing (PDF)20251003052858NAL0001072369001
PCE PARAGON SOLUTIONS USA, INC.
Form 5500
FILING_RECEIVED
FOXCONN INDUSTRIAL INTERNET / PCE PARAGON SOLUTIONS 401(K)
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
1,190
Accounts w/ balance
777
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "VANGUARD 500 INDEX FUND - ADM" is 28% of plan.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCE PARAGON SOLUTIONS USA, INC..
Plan sponsor
Name
PCE PARAGON SOLUTIONS USA, INC.
EIN
68-0675408
Address
8801 FALLBROOK DR · HOUSTON, TX · 77064
Phone
(281) 668-1678
Industry
Engineering Services· 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
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACORN ACCOUNTANCY CORPORATION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $29K | — |
Investments
28 direct securities · 1 pooled fund· $47.3M(99% of reported assets)
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.
Registered Investment Companies
$44.6M
28 holdings
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $13.4M | 28.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.8M | 8.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.7M | 5.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 5.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.2M | 4.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 4.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.7M | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.7M | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $1.3M | 2.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $995K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $969K | 2.0% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $891K | 1.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $887K | 1.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $719K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $649K | 1.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $641K | 1.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $567K | 1.2% | |
| AMER BEACON LG CAP VAL - R5 | Registered Investment Companies | — | — | $567K | 1.2% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $507K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $496K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $482K | 1.0% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $460K | 1.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $313K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $188K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $103K | 0.2% |