Assets by plan
Share of aggregate retirement assets
Filings through .
Paragon Management Group II, LLC
EIN 27-1293603Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Health & Benefits
0
Participants
24
11697 CANAL GRANDE DRIVE - FORT MYERS, FL 33913847-533-4747
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 24 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PARAGON MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$2.2M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PARAGON MANAGEMENT 401(K) PLAN
401(k)
Assets$1.1M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PARAGON MANAGEMENT CASH BALANCE PLAN | Cash balance | $2.2M | 9 | 2025 |
| #001 | PARAGON MANAGEMENT 401(K) PLAN | 401(k) | $1.1M | 15 | 2025 |
- #002 · Cash balance · 20259
- #001 · 401(k) · 202515
Retirement plans