Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
PARAGON CAPITAL MANAGEMENT LLC
EIN 48-1204588financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
14
9200 INDIAN CREEK PKWY STE 600 - OVERLAND PARK, KS 662102017913-451-6023paragoncap.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PARAGON CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$780K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PARAGON CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$666K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PARAGON CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $780K | 11 | 2025 | |
| 001 | PARAGON CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $666K | 3 | 2025 |
Retirement plans