How big is Paragon Private Wealth Management LLC's plan?

Paragon Private Wealth Management LLC's plan reported $641K in assets and 5 participants for 2024.

Original filing (PDF)20251010115246NAL0004202771010

Paragon Private Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Paragon Private Wealth Management 401(k) Plan

401(k) retirement plan · Paragon Private Wealth Management LLC's Paragon Private Wealth Management 401(k) Plan held $641K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

Plan identifiers

Paragon Private Wealth Management LLC's EIN is 86-3450896.

EIN 86-3450896

Plan number 001

Plan year 2024

ACK ID 20251010115246NAL0004202771010

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paragon Private Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

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.

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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