Paragon Bank 401(k) Employee Stock Ownership Plan
Sponsored by Paragon Bank · EIN 201022853 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 122
- With balances
- 146
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Partners | Investment advisory (participants) | $33,856 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $380 |