# Paradigm Management Ii LP 401(k) Plan
Source: https://planprovider.pro/companies/paradigm-management-ii-lp-401k-plan-001

> Paradigm Management Ii LP's 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paradigm Management Ii LP

- **Sponsor EIN:** 463523845

- **Sponsor Address:** 1515 N. COURTHOUSE ROAD, ARLINGTON, VA, 22201

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $30.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|313|$30.5M|$492,289|$1.5M|

| 2023|398|$28.2M|$467,699|$1.4M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$102,842|$26|$102,868|

| MORGAN STANLEY SMITH BARNEY LLC|SERVICE PROVIDER|—|$46,130|$46,130|

| TOOLE KATZ & ROEMERSMA, LLP|SERVICE PROVIDER|$12,200|—|$12,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/equitable) — SERVICE PROVIDER

- [TOOLE KATZ & ROEMERSMA, LLP](https://planprovider.pro/provider/toole-katz-and-roemersma-llp) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $161,198

- **Estimated Expense Ratio:** 0.528% 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|$117,572|$2,453|$100,419|—|—|

| 2023|$97,265|$867|$82,698|—|—|

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