Plan Snapshot
- Plan Sponsor: Quorum Group LLC Dba Take Form
- Sponsor EIN: 760838129
- Sponsor Address: 11601 MAPLE RIDGE ROAD, MEDINA, NY, 14103
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $8.0M | $83,975 | $748,529 |
| 2023 | 206 | $6.6M | $73,030 | $618,659 |
| 2022 | 200 | $5.3M | $62,448 | $546,863 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW & KERSHNER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,575 | — | — | — | — |
| 2023 | $1,050 | — | — | — | — |
| 2022 | $1,245 | — | — | — | — |