How big is Total Wealth Advisors, LLC's plan?

Total Wealth Advisors, LLC's plan reported $239K in assets and 2 participants for 2024.

Original filing (PDF)20251014144033NAL0001560147001

Total Wealth Advisors, LLC

Name: Total Wealth Advisors, LLC — Total Wealth Advisors, Form 5500 (2024)
Creator: Total Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Total Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Total Wealth Advisors, LLC's Total Wealth Advisors, LLC 401(k) Plan held $239K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Total Wealth Advisors, LLC's EIN is 45-5383775.

EIN 45-5383775

Plan number 001

Plan year 2024

ACK ID 20251014144033NAL0001560147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Total Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Total Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

TOTAL WEALTH ADVISORS, LLC

EIN

all filings

Address

809 MAINSTREET · HOPKINS, MN · 55343

Phone

(612) 294-9208

Industry

Finance & Insurance

Plan administrator