How big is Terra Nova Asset Management, LLC's plan?

Terra Nova Asset Management, LLC's plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20251013123418NAL0002814450001

Terra Nova Asset Management, LLC

Name: Terra Nova Asset Management, LLC — Terra Nova Asset, Form 5500 (2024)
Creator: Terra Nova Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terra Nova Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Terra Nova Asset Management, LLC's Terra Nova Asset Management, LLC 401(k) Profit Sharing Plan held $2.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Daniel Baumgartner signed Terra Nova Asset Management, LLC's 2024 Form 5500 as plan administrator.

Daniel Baumgartner — 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

Terra Nova Asset Management, LLC's EIN is 13-4006438.

EIN 13-4006438

Plan number 006

Plan year 2024

ACK ID 20251013123418NAL0002814450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Terra Nova Asset Management, LLC's plan includes profit-sharing, 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 TERRA NOVA ASSET MANAGEMENT, 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