PlanOptica

Filings through .

Totaltrust, LLC

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #9246 of mapped providers
Assets under administration$11M0.0%Share of filed assets - rank #12503
Fees received$134,056Median $134,056/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Totaltrust as recordkeeper and list their funds in their filing.

Plans
1
$4.8M in funds
In collective trusts
0%
average plan
In Totaltrust funds
0%
average plan
In index funds
25%
average plan

Top managers in these lineups

ManagerPlans
Vanguard1
Invesco1

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.