· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PARAGON — PARAGON 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718121117NAL0000871091001
PARAGON
Form 5500-SF
FILING_RECEIVED
PARAGON 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
183
Accounts w/ balance
164
Plan assets (EOY)
$936K
Net assets (EOY)
$936K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PARAGON
.
Find decision makers
Plan sponsor
Name
PARAGON
EIN
93-1727384
Address
PO BOX 30511 · STOCKTON, CA · 95213
Phone
(209) 808-7575
Industry
Retail Trade
see 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
COMMERCIAL LUMBER SALES, INC.
COMMERCIAL LUMBER & TRANSPORTATION PROFIT SHARING 401(K) PLAN
$936K · 20 participants
JACKSON PAINT AND GLASS, INC.
JACKSON PAINT AND GLASS, INC. CASH BALANCE PLAN
$935K · 9 participants
PEGASUS SOLAR INC.
PEGASUS SOLAR 401(K) PLAN
$934K · 39 participants
HOME LUMBER COMPANY, INC.
HOME LUMBER COMPANY, INC. 401(K) PLAN
$938K · 23 participants
MIWA LOCK CO., LTD.
MIWA LOCK SAVINGS AND RETIREMENT PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$933K · 8 participants
THE CLINARD COMPANY, INC.
CLINARD HOME IMPROVEMENT 401(K) PROFIT SHARING PLAN
$932K · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B