Take Form 401(k) Profit Sharing Plan & Trust
Sponsored by Quorum Group Llc Dba Take Form · EIN 760838129 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 205
- With balances
- 166
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $1,575 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Rbc | Other services, Other fees | $0 |