# Paragon Healthcare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/paragon-healthcare-inc-401k-plan

> Paragon Healthcare, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [HENRY & PETERS, P.C.](https://planprovider.pro/provider/henry-and-peters-pc) — 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|—|—|—|—|

## Similar Plans

- [Ccs Medical](https://planprovider.pro/companies/ccs-medical-401k-plan) — 1,100 participants

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