Paragon Capital Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Paragon Capital Management LLC
  • Sponsor EIN: 481204588
  • Sponsor Address: 9200 INDIAN CREEK PKWY STE 600, OVERLAND PARK, KS, 662102017
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $525,824

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$525,824$12,519$31,654
20231$379,635$11,516$29,346
20221$250,020$10,231$19,712

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