Plan Snapshot
- Plan Sponsor: Paragon Legal Group LLC
- Sponsor EIN: 831487222
- Sponsor Address: 2261 MARKET STREET, SUITE 22304, SAN FRANCISCO, CA, 94114
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $10.3M
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. |
|---|---|---|---|---|
| 2025 | 210 | $10.3M | $0 | $0 |
| 2024 | 148 | $9.7M | $42,977 | $759,350 |
| 2023 | 131 | $7.7M | $55,000 | $911,837 |
| 2022 | 130 | $5.5M | $61,000 | $980,358 |
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 |
|---|---|---|---|---|
| GREYKASELL WEALTH STRATEGIES, INC | Other Service Provider | — | $19,523 | $19,523 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,523
- Estimated Expense Ratio: 0.190% 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 |
|---|---|---|---|---|---|
| 2025 | $1,659,487 | $3,170 | $1,400 | — | — |
| 2024 | $6,390 | — | — | — | — |
| 2023 | $6,684 | — | — | — | — |
| 2022 | $4,416 | $4,416 | — | — | — |