Original filing (PDF)20241230092819NAL0017112065001

PARAGON PRIVATE WEALTH MANAGEMENT LLC

Name: PARAGON PRIVATE WEALTH MANAGEMENT LLC — PARAGON PRIVATE WEALTH MANAGEMENT LLC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: PARAGON PRIVATE WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

PARAGON PRIVATE WEALTH MANAGEMENT LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

86-3450896all filings

Address

300 W VINE ST SUITE 2201 · LEXINGTON, KY · 40507

Phone

(859) 300-3984

Industry

Finance & Insurancesee all

Plan administrator