Plan Snapshot
- Plan Sponsor: Paradigm Acquisition Corporation
- Sponsor EIN: 141948706
- Sponsor Address: 1277 TREAT BLVD, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 1,381
- Total Assets: $139.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,381 | $139.2M | $2.4M | $12.5M |
| 2023 | 1,326 | $118.2M | $2.4M | $11.6M |
| 2022 | 1,290 | $98.3M | $2.2M | $10.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $88,147 | — | $88,147 |
| NEWFRONT RETIREMENT SERVICES INC | ADVISOR | $72,193 | — | $72,193 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,340
- Estimated Expense Ratio: 0.115% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $160,295 | $72,193 | — | — | — |
| 2023 | $163,700 | $61,072 | — | — | — |
| 2022 | $137,315 | — | — | — | — |