How big is Paragon Management LLC's plan?

Paragon Management LLC's plan reported $1.5M in assets and 104 participants for 2024.

Original filing (PDF)20260223184036NAL0001314833001

Paragon Management LLC

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

Form 5500-SF

FILING_RECEIVED

Paragon Management LLC 401(k) Plan

401(k) retirement plan · Paragon Management LLC's Paragon Management LLC 401(k) Plan held $1.5M in plan assets for 104 participants in 2024.

Signals · 1

Late filing · 3.2 mo

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shirley Horner signed Paragon Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paragon Management LLC's EIN is 72-1612141.

EIN 72-1612141

Plan number 001

Plan year 2024

ACK ID 20260223184036NAL0001314833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paragon Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Filed 3.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score