How big is Total Group, LLC's plan?

Total Group, LLC's plan reported $2.3M in assets and 62 participants for 2025.

Original filing (PDF)20260420154147NAL0000803395001

Total Group, LLC

Name: Total Group, LLC — Total HVAC 401(k) Plan, Form 5500 (2025)
Creator: Total Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Total HVAC 401(k) Plan

401(k) retirement plan · Total Group, LLC's Total HVAC 401(k) Plan held $2.3M in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Shabnam Aminmadani signed Total Group, LLC's 2025 Form 5500 as plan administrator.

Shabnam Aminmadani — 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

Total Group, LLC's EIN is 20-3406380.

EIN 20-3406380

Plan number 001

Plan year 2025

ACK ID 20260420154147NAL0000803395001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Total Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Total Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOTAL GROUP, LLC.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TOTAL GROUP, LLC

EIN

all filings

Address

1728 GENERAL GEORGE PATTON DRIVE · SUITE 200 · BRENTWOOD, TN · 37027

Phone

(615) 377-5706

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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