How big is Terra Nova Planning & Research, Inc.'s plan?

Terra Nova Planning & Research, Inc.'s plan reported $5.2M in assets and 4 participants for 2024.

Original filing (PDF)20250903191405NAL0009246227001

Terra Nova Planning & Research, Inc.

Name: Terra Nova Planning & Research, Inc. — Terra Nova, Form 5500 (2024)
Creator: Terra Nova Planning & Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terra Nova Planning & Research, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Terra Nova Planning & Research, Inc.'s Terra Nova Planning & Research, Inc. 401(k) Profit Sharing Plan held $5.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Terra Nova Planning & Research, Inc.'s EIN is 33-0119954.

EIN 33-0119954

Plan number 001

Plan year 2024

ACK ID 20250903191405NAL0009246227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terra Nova Planning & Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terra Nova Planning & Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TERRA NOVA PLANNING & RESEARCH, INC.

EIN

all filings

Address

42635 MELANIE PLACE · SUITE 101 · PALM DESERT, CA · 92211

Phone

(760) 341-4800

Industry

Professional & Technical Services

Plan administrator