Original filing (PDF)20250609081506NAL0012126883001

TOTAL MANAGEMENT GROUP, INC.

Name: TOTAL MANAGEMENT GROUP, INC. — HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TOTAL MANAGEMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOTAL MANAGEMENT GROUP, INC..

Plan sponsor

Name

TOTAL MANAGEMENT GROUP, INC.

DBA

D/B/A HELLER WEALTH MANAGEMENT

EIN

13-3670118

Address

215 COACH DR · WOODBURY, NY · 117972837

Phone

(631) 293-2806

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CHRISTOPHER J. O'KEEFFE, CPA, LLC

CHRISTOPHER J. O'KEEFFE, CPA, LLC 401(K) PLAN

$1.5M · 14 participants

BENNETT & DOBBINS PLLC

BENNETT & DOBBINS 401(K) PLAN

$1.5M · 8 participants

SNYDER, CAHOON & CO., PLLC

SNYDER, CAHOON & CO., PLLC 401(K) PROFIT SHARING PLAN

$1.5M · 3 participants

POOLEY & POOLEY CPAS, INC.

POOLEY & POOLEY, CPA'S 401(K) PLAN

$1.5M · 3 participants

RICHARD A. BACKER, CPA

RICHARD A. BACKER, CPA, PC SAVINGS PLAN