How big is Total Asset Managers, LLC's plan?

Total Asset Managers, LLC's plan reported $541K in assets and 2 participants for 2024.

Original filing (PDF)20250312153907NAL0032401584001

Total Asset Managers, LLC

Name: Total Asset Managers, LLC — TAM 401(k) Plan, Form 5500 (2024)
Creator: Total Asset Managers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAM 401(k) Plan

401(k) retirement plan · Total Asset Managers, LLC's TAM 401(k) Plan held $541K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Tammy L BYRD signed Total Asset Managers, LLC's 2024 Form 5500 as plan administrator.

Tammy L BYRD — 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 Asset Managers, LLC's EIN is 46-2744194.

EIN 46-2744194

Plan number 001

Plan year 2024

ACK ID 20250312153907NAL0032401584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Total Asset Managers, LLC's plan includes profit-sharing, 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 ASSET MANAGERS, LLC.

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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 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TOTAL ASSET MANAGERS, LLC

EIN

all filings

Address

10 CAMINO VEGA VERDE · CORRALES, NM · 87048

Phone

(505) 235-5045

Industry

Professional & Technical Services

Plan administrator