Quorum Group LLC DBA Take Form 401(k) match, vesting and fees
What Quorum Group LLC DBA Take Form's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Chiampou Travis Besaw & Kershner (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Quorum Group LLC DBA Take Form: employer contribution per participant | $529 | |
| Peer median | $1,962 |
| Quorum Group LLC DBA Take Form: average balance | $62,197 | |
| Peer median | $75,225 |
| Quorum Group LLC DBA Take Form: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.9M at the end of plan year 2021 to $10M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 238 | $10M | $85K | $529 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 248 | $8M | $84K | $506 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 250 | $6.6M | $73K | $448 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 241 | $5.3M | $62K | $425 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 233 | $5.9M | $55K | $388 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Quorum Group LLC DBA Take Form match 401(k) contributions?
The match terms for the Take Form 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $85K in employer contributions, about $529 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Quorum Group LLC DBA Take Form 401(k) match vested?
The vesting schedule for the Take Form 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Quorum Group LLC DBA Take Form 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is Quorum Group LLC DBA Take Form.
I left Quorum Group LLC DBA Take Form. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Quorum Group LLC DBA Take Form, (585) 318-1030) or the recordkeeper, ADP, Inc.. The Quorum Group LLC DBA Take Form old 401(k) page lists the contacts from every plan filing. Find an old Quorum Group LLC DBA Take Form 401(k)
Data from the public Form 5500 annual reports Quorum Group LLC DBA Take Form filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Quorum Group LLC DBA Take Form. Not financial advice. Report a correction · Methodology