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

Total Wealth Services, LLC's plan reported $29K in assets and 6 participants for 2025.

Original filing (PDF)20260501220730NAL0001677393068

Total Wealth Services, LLC

Name: Total Wealth Services, LLC — Total Wealth Services, Form 5500 (2025)
Creator: Total Wealth Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Total Wealth Services 401(k) Plan

401(k) retirement plan · Total Wealth Services, LLC's Total Wealth Services 401(k) Plan held $29K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

Plan identifiers

Total Wealth Services, LLC's EIN is 88-0555556.

EIN 88-0555556

Plan number 001

Plan year 2025

ACK ID 20260501220730NAL0001677393068

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score