How big is Total Wealth Group LLP's plan?

Total Wealth Group LLP's plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20250425221031NAL0009558225056

Total Wealth Group LLP

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

Form 5500-SF

FILING_RECEIVED

Total Wealth Group LLP 401(k) Plan

401(k) retirement plan · Total Wealth Group LLP's Total Wealth Group LLP 401(k) Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

QIAN LIU signed Total Wealth Group LLP's 2024 Form 5500 as plan administrator.

QIAN LIU — 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 Wealth Group LLP's EIN is 99-0451576.

EIN 99-0451576

Plan number 001

Plan year 2024

ACK ID 20250425221031NAL0009558225056

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Total Wealth Group LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH GROUP LLP.

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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