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  2. Total Wealth Group LLP

Filings through Oct 24, 2026.

Total Wealth Group LLP

EIN 99-0451576-management consulting-Latest filing 2024
Plans
1
Retirement
1
$5K assets
Health & Benefits
0
Participants
2
4165 E THOUSAND OAKS BLVD, 355 - WESTLAKE VILLAGE, CA 91362213-669-4052totalwealthgroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$5K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

TOTAL WEALTH GROUP LLP 401(K) PLAN

401(k)

Assets$5K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TOTAL WEALTH GROUP LLP 401(K) PLAN401(k)$5K22024
  • TOTAL WEALTH GROUP LLP 401(K) PLAN$5K
    #001 · 401(k) · 20242
Retirement plans
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