AUMdb

Paragon Energy Solutions Llc 401(k) Plan

Sponsored by Paragon Energy Solutions, Llc · EIN 822483099 · Plan #001

Total assets
$22.0M
Net assets
$22.0M
Active participants
271
With balances
276

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newsquare Capital, Llc Recordkeeping, Trustee (institutional), Other services $44,654
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,033
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0