Plan Snapshot
- Plan Sponsor: Paragon Healthcare, INC.
- Sponsor EIN: 453280551
- Sponsor Address: 3033 W GEORGE BUSH HWY, PLANO, TX, 75075
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 0 | $0 | $3.1M | $1.5M |
| 2023 | 1,164 | $43.1M | $2.4M | $4.7M |
| 2022 | 1,286 | $32.6M | $2.1M | $4.4M |
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 | RECORDKEEPER | $80,838 | — | $80,838 |
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $28,838 | — | $28,838 |
| MORNINGSTAR | SERVICE PROVIDER | — | $12,318 | $12,318 |
| HENRY & PETERS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- HENRY & PETERS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,994
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 | $106,445 | $27,672 | $3,950 | — | — |
| 2023 | $54,838 | $28,838 | $21,650 | — | — |
| 2022 | $49,500 | — | — | — | — |