# Paradigm Acquisition Corporation 401(k) Plan
Source: https://planprovider.pro/companies/paradigm-acquisition-corporation-401k-plan

> Paradigm Acquisition Corporation's 401(k) plan: 1,381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/paradigm-acquisition-corporation-401k-plan)

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