Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
The Paragon Alliance Group LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 51 retirement plans with 100 or more participants reported paying The Paragon Alliance Group LLC $5,000 or more. Those plans cover 23,833 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $471K. Per plan, the median was $17.41 per participant, with the middle half of plans between $6.40 and $40.02. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (29), New Jersey (7) and New York (5).
In 2009 it appeared on 10 such filings; in 2024, 51. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.40 | $17.41 | $40.02 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.07% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Penske Media Corporation 401(k) Retirement Plan | Penske Media Corporation | CA | 2,157 | $126M | $12K |
| U. S. Electrical Services, Inc. 401(k) Plan | US Electrical Services, Inc. | CT | 1,769 | $157M | $39K |
| Specialty RX, Inc. 401 (K) Saving Plan | Specialty RX, Inc. | NJ | 1,629 | $8.0M | $5,837 |
| Retirement Plan for Employees of Step by Step, Inc. | Step by Step, Inc. | PA | 1,547 | $23.8M | $16K |
| Dialyze Direct 401(k) Retirement Plan | Dialyze Direct, LLC | NJ | 1,226 | $16.1M | $12K |
| Multifamily Management Services LLC 401(k) Plan | Multifamily Management Services LLC | NY | 1,207 | $14.4M | $86 |
| Stepstone Group LP 401(k) Retirement Plan | Stepstone Group LP | CA | 955 | $101M | $4,678 |
| Dream Live Prosper 401(k) Profit Sharing Plan | DLP Real Estate Capital, Inc. | FL | 771 | $10.7M | $3,186 |
| Sweet Street Desserts, Inc. Profit Sharing & 401(k) Plan | Sweet Street Desserts, Inc. | PA | 631 | $37.2M | $20K |
| Shannondell 401(k) Plan | Dell Retirement Services, Inc. | PA | 610 | $18.2M | $4,197 |
| Autajon Packaging 401(k) Plan | Cultech, Inc. | NJ | 545 | $24.2M | $12K |
| Jewish Social Service Agency 403(b) Plan | Jewish Social Service Agency | MD | 532 | $16.2M | $9,090 |
| RLS Managed Services LLC 401(k) Plan | RLS Managed Services LLC | NJ | 480 | $7.7M | $12K |
| Best Line Leasing, Inc. 401(k) Plan | Best Line Leasing, Inc. | PA | 478 | $31.3M | $24K |
| Morningstar Senior Living 401(k) Plan | Morningstar Senior Living, Inc. | PA | 469 | $9.0M | $2,135 |
| Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan | Dempsey Uniform and Linen Supply, Inc. | PA | 455 | $28.4M | $14K |
| Republic Bank 401(k) & Profit Sharing Plan | Republic First Bank | TX | 429 | $36.3M | $20K |
| Solar Atmospheres Inc. 401(k) Profit Sharing Plan | Solar Atmospheres Inc. | PA | 404 | $46.5M | $34K |
| Mericle 401(k) Profit Sharing Plan | Mericle Construction, Inc. | PA | 391 | $46.2M | $5,210 |
| Foxdale Village 403(b) Plan | Foxdale Village Corporation | PA | 380 | $11.4M | $6,264 |
| Project Home 401(k) Plan | Project Home | PA | 380 | $13.0M | $7,370 |
| Scully Company 401(K)/PROFIT Sharing Plan | Scully Company | PA | 328 | $15.0M | $6,852 |
| Bearing & Drive Solution 401(k) Retirement Plan | Bearings & Drives Unlimited, Inc. | PA | 319 | $28.1M | $14K |
| Muller Automotive, Inc. 401(k) Plan | Muller Automotive, Inc. | NJ | 312 | $12.6M | $975 |
| Stanley G. Alexander, Inc. 401(k) Plan | Stanley G. Alexander, Inc. | CA | 309 | $19.4M | $22K |
| The Institute of Culinary Education 401(k) Plan | The Institute of Culinary Education, Inc. | NY | 291 | $4.8M | $2,930 |
| Ecopax-Pando 401(k) Profit Sharing Plan | Ecopax LLC | PA | 287 | $3.8M | $1,405 |
| Symmes, Maini & McKee Associates, Inc. 401(k) Plan | Symmes Maini & McKee Assoc. Inc. | MA | 286 | $63.2M | $38K |
| St. Anne's Retirement Community, Inc. 401(k) Plan | ST Anne's Retirement Community, Inc. | PA | 277 | $10.6M | $6,382 |
| Shared Support Inc. 401(k) Plan | Shared Support Inc. | PA | 246 | $5.9M | $4,283 |
| Rigidply Rafters, Inc. Employee Savings & Retirement Plan | Rigidply Rafters, Inc. | PA | 245 | $27.3M | $20K |
| Good's Store, Inc. Profit Sharing Plan | Goods Store, Inc. | PA | 244 | $17.7M | $13K |
| Child and Family Focus Inc., 401(k) Retirement Plan | Child and Family Focus, Inc. | PA | 240 | $6.8M | $1,768 |
| Allstates World Cargo, Inc. 401(k) Savings Plan | Allstates Worldcargo, Inc. | FL | 237 | $13.0M | $4,851 |
| Aakron Rule Corp. Profit Sharing Plan | Aakron Rule Corporation | NY | 214 | $6.1M | $3,712 |
| Aries Global Logistics, Inc. 401(k) Plan | Aries Global Logistics, Inc. | NY | 213 | $14.4M | $10K |
| Calcium + Company, LLC 401(k) Plan | Calcium + Company, LLC | PA | 212 | $11.7M | $1,314 |
| Asgco Manufacturing, Inc. 401(k) Profit Sharing Plan | Asgco Manufacturing, Inc. | PA | 187 | $14.5M | $300 |
| Lvrg/lvms 401(k) Plan | Lehigh Valley Restaurant Group, Inc. | PA | 186 | $2.1M | $800 |
| K-Fab, Inc. 401(k) Profit Sharing Plan | K-Fab, Inc. | PA | 183 | $9.9M | $8,418 |
Questions and answers
How many plans does The Paragon Alliance Group LLC serve?
51 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay The Paragon Alliance Group LLC?
The median plan reported $17.41 per participant in direct and indirect compensation (51 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (27 plans), Recordkeeping and information management (19 plans), Plan Administrator (15 plans) and Participant loan processing (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.