Plan Snapshot
- Plan Sponsor: Paragon Technology Group, INC.
- Sponsor EIN: 541831233
- Sponsor Address: 1934 OLD GALLOWS ROAD, SUITE 350, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 103 | $11.2M | $311,862 | $963,636 |
| 2023 | 89 | $9.9M | $326,105 | $999,380 |
| 2022 | 110 | $8.8M | $251,095 | $743,661 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,849 | $24,349 | — | — | — |
| 2023 | $26,721 | $22,147 | — | — | — |
| 2022 | $26,557 | — | — | — | — |