How big is Paragon Brokerage Group's plan?

Paragon Brokerage Group's plan reported $658K in assets and 13 participants for 2024.

Original filing (PDF)20251002140354NAL0000922784001

Paragon Brokerage Group

Name: Paragon Brokerage Group — Paragon Brokerage 401(k), Form 5500 (2024)
Creator: Paragon Brokerage Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paragon Brokerage 401(k)

401(k) retirement plan · Paragon Brokerage Group's Paragon Brokerage 401(k) held $658K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

People on this filing

Wayne Brown signed Paragon Brokerage Group's 2024 Form 5500 as plan administrator.

Wayne Brown — 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 Brokerage Group's EIN is 75-2705338.

EIN 75-2705338

Plan number 001

Plan year 2024

ACK ID 20251002140354NAL0000922784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paragon Brokerage Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 BROKERAGE GROUP.

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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