Plan Ledger DOL Form 5500 · updated monthly

Paragon Legal Group LLC401(k)

PARAGON LEGAL GROUP LLC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Paragon Legal Group LLC reported $6,876 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $404 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 0.08% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,376th of 9,483), and 7,916th of 11,654 in professional & technical services. In 2025, employees put in $12.48 for every $1.00 the employer contributed; active participation has grown from 130 to 161 since 2022.

Plan summary
Net assets, end of year$10,261,506
Participants with balances96
Active participants161
Employer contributions$64,964
Employee contributions$810,702
Employer contribution per active participant$404
Average account balance$106,891
Benefits paid to participants$1,652,611
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.3M · 96 accts · $65K emplr
2024$9.6M · 100 accts · $43K emplr
2023$7.7M · 112 accts · $55K emplr
2022$5.5M · 102 accts · $61K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,400
Investment management$3,170
Total administrative$6,876
The Paragon Legal Group LLC 401(k) match · 2025
Employer contribution per active participant$404
Median for plans this size$1,464
2025$404 per active participant
2024$290 per active participant
2023$420 per active participant
2022$469 per active participant

Paragon Legal Group LLC's 2025 employer contribution ran below the $1,464 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 · 20251
GREYKASELL WEALTH STRATEGIES, INCindirect comp

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$6,876 · 0.07%
2024$6,390 · 0.07%
2023$6,684 · 0.10%
2022$4,416 · 0.08%
Similar plansProfessional & Technical Services · California
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H2O.AI, Inc. CA$10.3M · 0.63%
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Premise Data Corporation CA$10.2M · 0.30%
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Cordevalle L.P. CA$10.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831487222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.