JOAN CHOW signed PCE Paragon Solutions USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCE Paragon Solutions USA, Inc.'s EIN is 68-0675408.
Download the official 2024 Form 5500 (PDF) for PCE Paragon Solutions USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCE Paragon Solutions USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $29K |
| — |
