Original filing (PDF)20250522202202NAL0002457587001

PARAGON MECHANICAL INC.

Name: PARAGON MECHANICAL INC. — PARAGON MECHANICAL INC. 401(K) PLAN, Form 5500 (2024)
Creator: PARAGON MECHANICAL INC.

Form 5500-SF

FILING_RECEIVED

PARAGON MECHANICAL INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAGON MECHANICAL INC..

Plan sponsor

Name

PARAGON MECHANICAL INC.

EIN

77-0115209

Address

16160 CAPUTO DRIVE · MORGAN HILL, CA · 95037

Phone

(408) 727-7303

Industry

Constructionsee 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

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BUTLER COUNTY EDGE COMPANY, INC.

BUTLER COUNTY EDGE COMPANY 401(K) PLAN

$2.3M · 11 participants

UPERIO USA LLC

UPERIO USA 401(K) PLAN

$2.3M · 54 participants

ROBERT JACOBS, INC.

ROBERT JACOBS, INC. PROFIT SHARING PLAN

$2.3M · 15 participants

RL ASSOCIATES, INC.

RL ASSOCIATES, INC. PROFIT SHARING PLAN

$2.3M · 4 participants

MIDWEST REFRIGERATION SRVC & SUPPLY CO

MIDWEST REFRIGERATION SRVC & SUPPLY CO DBA MW MECHANICAL SRVCS & SOLUTIONS 401(K) PROFIT SHARING PLAN