AUMdb

Paragon Retirement Plan And Trust

Sponsored by Paragon Films, Inc. · EIN 731329447 · Plan #001

Total assets
$19.3M
Net assets
$19.3M
Active participants
375
With balances
390

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

Linked investment advisers

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

Firm Match Plan year
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $41,960
Prime Capital Investment Advisors Investment advisory (plan) $32,792