Ellen Eaton signed Quorum Group LLC DBA TAKE FORM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quorum Group LLC DBA TAKE FORM's EIN is 76-0838129.
Download the official 2024 Form 5500 (PDF) for Quorum Group LLC DBA TAKE FORM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quorum Group LLC DBA TAKE FORM's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | — | NEW YORK, NY | ADVISOR | $0 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.1M | 13.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $603K | 7.5% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $495K | 6.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $384K | 4.8% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $375K | 4.7% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $345K | 4.3% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $336K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $313K | 3.9% | |
| AMER MUTUAL FND- R3 | Registered Investment Companies | — | — | $312K | 3.9% | |
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $301K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $296K | 3.7% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $282K | 3.5% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $274K | 3.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $272K | 3.4% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $215K | 2.7% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $215K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $214K | 2.7% | |
| JPMORGAN SMALL CAP GROWTH - A | Registered Investment Companies | — | — | $209K | 2.6% | |
| AMERICAN FUNDS INV CO OF AMER | Registered Investment Companies | — | — | $177K | 2.2% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $165K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $164K | 2.0% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $133K | 1.7% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $86K | 1.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $74K | 0.9% | |
| LORD ABBETT BOND DEBENTURE R4 | Registered Investment Companies | — | — | $65K | 0.8% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $64K | 0.8% | |
| PIMCO LOW DURATION FUND - A | Registered Investment Companies | — | — | $63K | 0.8% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $59K | 0.7% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $57K | 0.7% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $57K | 0.7% | |
| LOOMIS SAYLES INV GRADE BND A | Registered Investment Companies | — | — | $27K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $25K | 0.3% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $20K | 0.2% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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