Original filing (PDF)20251010115246NAL0004202771010

PARAGON PRIVATE WEALTH MANAGEMENT LLC

Name: PARAGON PRIVATE WEALTH MANAGEMENT LLC — PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: PARAGON PRIVATE WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PARAGON PRIVATE WEALTH MANAGEMENT LLC

EIN

86-3450896

Address

300 WEST VINE STREET · SUITE 2201 · LEXINGTON, KY · 40507

Phone

(859) 300-3985

Industry

Finance & Insurancesee all

Plan administrator