401k Record

Providers › The Paragon Alliance Group, LLC

The Paragon Alliance Group, LLC

Plans listing this provider

14

0.02% of the 56,420 plans with Schedule H financials; 15 in 2023

Assets of those plans

$490,198,837

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

4

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$56,174

50% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
13Contract administrator4
15Recordkeeping and information management4
37Participant loan processing4
49Other services4
64Recordkeeping fees4
99Other fees4
17Consulting (pension)3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
U. S. Electrical Services, Inc. 401(k) PlanUS Electrical Services $156,631,3481,750$0
Stepstone Group LP 401(k) Retirement PlanrecordkeeperStepstone Group $101,101,645954$4,678
Sweet Street Desserts, Inc. Profit Sharing & 401(k) PlanSweet Street Desserts $37,153,925625$0
Republic Bank 401(k) & Profit Sharing PlanRepublic First Bank $36,332,613429$20,042
Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing PlanDempsey Uniform and Linen Supply $28,431,981417$13,635
Bearing & Drive Solution 401(k) Retirement PlanBearings & Drives Unlimited $28,054,632319$14,051
Rigidply Rafters, Inc. Employee Savings & Retirement PlanRigidply Rafters $27,302,591223$0
Scully Company 401(k)/profit Sharing PlanScully $15,054,997301$0
Aries Global Logistics, Inc. 401(k) PlanAries Global Logistics $14,458,421155$0
Multifamily Management Services LLC 401(k) PlanMultifamily Management Services $14,417,6651,098$0
Muller Automotive, Inc. 401(k) PlanrecordkeeperMuller Automotive $12,651,553154$975
Blue Rock Construction, Inc. 401(k) PlanrecordkeeperBlue Rock Construction $11,817,42492$1,025
Child and Family Focus Inc, 401(k) Retirement PlanrecordkeeperChild and Family Focus $6,790,042172$1,768
Walters Wholesale Electric Co. 401(k) Retirement PlanWalters Wholesale Electric $00$0

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.