· 2022–2024 · DOL EFAST2
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PARAGON FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
20,635
Total plan assets
$3.1B
Filings (rows)
2
Direct comp
$1K
Indirect comp
$0
Showing only "PARAGON FINANCIAL"
View all 2 variants aggregated →
PARAGON FINANCIAL ADVISORS
3
PARAGON FINANCIAL
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
INTUIT INC.
INTUIT INC. 401(K) PLAN
MOUNTAIN VIEW, CA
Other service providers
20,635
$3.1B
$1K
$0
PARAGON FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search