Quorum Group Llc Dba Take Form 401(k) Plan: Login, Facts & Contact Information

Quorum Group Llc Dba Take Form 401(k) Plan Facts

Plan name
TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
QUORUM GROUP LLC DBA TAKE FORM
Participants
255 (205 active employees)
Former employees with a balance
43
Plan assets
$8,031,701 at Dec 31, 2024
Average account balance
$48,384 across 166 accounts
Employer contributions
$83,975 in plan year 2024 (8% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 4, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.01 million went into the plan in contributions, $83,975 of it from the employer (8%).
  • $450,024 was paid out to participants.
  • Investment and other income added $845,120.
  • Administrative expenses were $1,575, about $9 per account.

How the Quorum Group Llc Dba Take Form 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019211$3.64 million$47,710$265,153
2020229$4.87 million$52,501$91,357
2021233$5.89 million$55,044$244,599
2022233$5.35 million$62,448$96,829
2023245$6.63 million$73,030$383,707
2024255$8.03 million$83,975$450,024

Quorum Group Llc Dba Take Form 401(k) Contact Information

Phone
585-318-1030
Mailing address
11601 MAPLE RIDGE ROAD, MEDINA NY 14103
Plan sponsor
QUORUM GROUP LLC DBA TAKE FORM
Employer identification number (EIN)
76-0838129
Plan number
001

Questions about the Quorum Group Llc Dba Take Form 401(k)

Does Quorum Group Llc Dba Take Form contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $83,975, 8% of all contributions.

Does the Quorum Group Llc Dba Take Form 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Quorum Group Llc Dba Take Form 401(k) plan?

255 participants at the start of plan year 2024, 205 of them active employees, and 43 former employees who still had money in the plan.

What is the average 401(k) balance at Quorum Group Llc Dba Take Form?

About $48,384 per account: $8.03 million in plan assets across 166 accounts with a balance at the end of plan year 2024.

Who manages the Quorum Group Llc Dba Take Form 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Quorum Group Llc Dba Take Form. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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