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Original filing (PDF)20250714142105NAL0001148449001

PARAMOUNT EXPORT COMPANY

Form 5500
FILING_RECEIVED
PARAMOUNT EXPORT COMPANY PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
109
Plan assets (EOY)
$39.0M
Net assets (EOY)
$39.0M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAMOUNT EXPORT COMPANY.
Plan sponsor
Name
PARAMOUNT EXPORT COMPANY
EIN
94-1424927
Address
175 FILBERT STREET, SUITE 201 · OAKLAND, CA · 94607
Phone
(510) 839-0150
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COMYNS, SMITH, MCCLEARY & DEAVER, L
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
CAMBRIDGE INVESTMENT RESEARCH20-1665305—NONE$15K—
MILLIMAN91-0675641—NONE$14K—
MATRIX TRUST COMPANY75-3182674—NONE$0—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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