Filings through Oct 24, 2026.

Retirement plan

Paradigm Property Management, LLC 401(k) Profit Sharing Plan

Name: PARADIGM PROPERTY MANAGEMENT, LLC - PARADIGM PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PARADIGM PROPERTY MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARADIGM PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, PARADIGM PROPERTY MANAGEMENT, LLC

Paradigm Property Management, LLCEIN 99-1415228Plan #001PY 2025

1515 N. COURTHOUSE ROAD - ARLINGTON, VA 22201856-685-7625

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 17 funds, $31.7M

How to read this page

Total assets (EOY)

$34.1M

No prior year

Total participants

425

No prior year

Average account balance

$99,393

No prior year

Annual return

15.57%

No prior year

Benchmarks

See 664 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort664 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708	Recordkeeping Fees	$113,959
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 06-1375177	Other Commissions	$50,582
TOOLE KATZ & ROEMERSMA, LLP1+ years Service code 10 · EIN 47-1767422	Accounting	$12,650

Fund lineup

CSV with Pro

17 funds of $250K or more; 23 lines in all, holding $31.7M of the plan's $34.1M. From the 2025 filing. Recordkeeper: Voya.

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds40%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Washington Mutual Investors Fund R-6 Capital Group · Separate account	Capital Group	Separate account	$10.4M	32.8%
NEW Perspective Fund Class R-6 Capital Group · Separate account	Capital Group	Separate account	$5.5M	17.4%
Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index	Vanguard	Separate account	$4.0M	12.7%
Vanguard Balanced Index Fund Admiral Shares Vanguard · Separate account Index	Vanguard	Separate account	$1.8M	5.7%
Voya Index Solution 2055 Portfolio Class Z Voya · Separate account IndexRecordkeeper's own fund	Voya	Separate account	$1.8M	5.6%
Voya Index Solution 2045 Portfolio Class Z Voya · Separate account IndexRecordkeeper's own fund	Voya	Separate account	$1.3M	4.2%
Pgim High Yield Fund Class R6 Prudential (PGIM) · Separate account	Prudential (PGIM)	Separate account	$1.1M	3.5%
Voya Intermediate Bond Fund Class R6 Voya · Separate account Recordkeeper's own fund	Voya	Separate account	$772K	2.4%
Voya Index Solution 2035 Portfolio Class Z Voya · Separate account IndexRecordkeeper's own fund	Voya	Separate account	$694K	2.2%
Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Separate account	Vanguard	Separate account	$655K	2.1%

See the other 13 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2G2J2K2F3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$130K

$404 / participant

Investment mgmt$3K2.3%
Contract admin$112K86.1%
Other / not subdivided$15K11.5%

% of EOY assets

0.380%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TOOLE KATZ & ROEMERSMA, LLP
Auditor EIN: 471767422
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

VOYA FINANCIAL ADVISORS INC1+ years

Filed as: VOYA RETIREMENT INSURANCE & ANNUITY

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$113,959

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 55 · EIN 06-1375177

Other Commissions

$50,582

TOOLE KATZ & ROEMERSMA, LLP1+ years

Service code 10 · EIN 47-1767422

Accounting

$12,650

Fund

Dollars

% of funds%

Washington Mutual Investors Fund R-6

Capital Group · Separate account

$10.4M

32.8%

NEW Perspective Fund Class R-6

Capital Group · Separate account

$5.5M

17.4%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Separate account

Index

$4.0M

12.7%

Vanguard Balanced Index Fund Admiral Shares

Vanguard · Separate account

Index

$1.8M

5.7%

Voya Index Solution 2055 Portfolio Class Z

Voya · Separate account

IndexRecordkeeper's own fund

$1.8M

5.6%

Voya Index Solution 2045 Portfolio Class Z

Voya · Separate account

IndexRecordkeeper's own fund

$1.3M

4.2%

Pgim High Yield Fund Class R6

Prudential (PGIM) · Separate account

$1.1M

3.5%

Voya Intermediate Bond Fund Class R6

Voya · Separate account

Recordkeeper's own fund

$772K

2.4%

Voya Index Solution 2035 Portfolio Class Z

Voya · Separate account

IndexRecordkeeper's own fund

$694K

2.2%

Vanguard LifeStrategy 60/40 Fund Investor Shares

Vanguard · Separate account

$655K

2.1%

Paradigm Property Management, LLC 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Paradigm Property Management, LLC 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion