TERRA NOVA PLANNING & RESEARCH, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0119954 | Plan No. 001 ]

Form 5500 records indicate that TERRA NOVA PLANNING & RESEARCH, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by TERRA NOVA PLANNING & RESEARCH, INC.. The plan is classified as a Small Plan with 9 participants and assets totaling $5,249,695 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: TERRA NOVA PLANNING & RESEARCH, INC.

Location: 42635 MELANIE PLACE, PALM DESERT, CA 92211

EIN: 330119954

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $5,249,695

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