Plan Ledger DOL Form 5500 · updated monthly

Paradigm Acquisition Corporation401(k)

PARADIGM 401(K) SAVINGS PLAN · WALNUT CREEK, CA · plan year 2025

Reported admin expense ratio · 2025
0.11%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Paradigm Acquisition Corporation reported $174,403 in plan administrative expenses for 2025: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,136 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.13% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 651st-largest of 9,483 plans among California employers on file, and the 685th of 4,798 in finance & insurance. In 2025, employees put in $4.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$165,191,761
Participants with balances1,522
Active participants1,408
Employer contributions$3,007,675
Employee contributions$13,832,718
Employer contribution per active participant$2,136
Average account balance$108,536
Benefits paid to participants$17,013,655
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history4
Yearassets · accounts · employer contribution
2025$165.2M · 1,522 accts · $3.0M emplr
2024$139.2M · 1,422 accts · $2.4M emplr
2023$118.2M · 1,368 accts · $2.4M emplr
2022$98.3M · 1,315 accts · $2.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$90,167
Investment management$84,236
Total administrative$174,403
The Paradigm Acquisition Corporation 401(k) match · 2025
Employer contribution per active participant$2,136
Median for plans this size$4,093
2025$2,136 per active participant
2024$1,761 per active participant
2023$1,805 per active participant
2022$1,671 per active participant

Paradigm Acquisition Corporation's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$90,167
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$84,236

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$174,403 · 0.11%
2024$160,295 · 0.12%
2023$163,700 · 0.15%
2022$137,315 · 0.13%
Same employer
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Wescom Central Credit Union CA$178.1M · 0.09%
Cmg Mortgage, Inc. CA$163.5M · 0.30%
Chime Financial, Inc. CA$156.5M · 0.03%
Woodruff-Sawyer & Co. CA$149.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141948706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.