How big is Terra Blue Wealth Management's plan?

Terra Blue Wealth Management's plan reported $809 in assets and 3 participants for 2024.

Original filing (PDF)20250718150545NAL0003282514001

Terra Blue Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Terra Blue Wealth Management 401(k) Plan

401(k) retirement plan · Terra Blue Wealth Management's Terra Blue Wealth Management 401(k) Plan held $809 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$809

Net assets (EOY)

$809

People on this filing

Marcus Bowie signed Terra Blue Wealth Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Blue Wealth Management's EIN is 84-2933852.

EIN 84-2933852

Plan number 001

Plan year 2024

ACK ID 20250718150545NAL0003282514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Terra Blue Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 BLUE WEALTH MANAGEMENT.

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Plan health score

Above-average plan

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

Knocking points off