Original filing (PDF)20260220115258NAL0009233153001

TAKE a Moment

Name: TAKE a Moment — TAKE a Moment 401(k) Plan, Form 5500 (2025)
Creator: TAKE a Moment
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAKE a Moment 401(k) Plan

401(k) retirement plan · TAKE a Moment's TAKE a Moment 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marcus Bowie signed TAKE a Moment's 2025 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TAKE a Moment's EIN is 99-1502203.

EIN 99-1502203

Plan number 001

Plan year 2025

ACK ID 20260220115258NAL0009233153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TAKE a Moment from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TAKE a Moment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAKE A MOMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score