How big is Terra Firma Wealth Management, LLC's plan?

Terra Firma Wealth Management, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250731132403NAL0005312353001

Terra Firma Wealth Management, LLC

Name: Terra Firma Wealth Management, LLC — TFWM Retirement, Form 5500 (2024)
Creator: Terra Firma Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TFWM Retirement Plan

401(k) retirement plan · Terra Firma Wealth Management, LLC's TFWM Retirement Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Aaron Lucero signed Terra Firma Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Aaron Lucero — 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 Firma Wealth Management, LLC's EIN is 47-4550096.

EIN 47-4550096

Plan number 001

Plan year 2024

ACK ID 20250731132403NAL0005312353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Terra Firma Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRA FIRMA WEALTH 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