# Terra Vista Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/terra-vista-management-inc-401k-plan

> Terra Vista Management, INC.'s 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terra Vista Management, INC.

- **Sponsor EIN:** 954489844

- **Sponsor Address:** 445 MARINE VIEW AVENUE, DEL MAR, CA, 92014

- **Plan Type:** 401(k)

- **Total Participants:** 252

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|252|$10.1M|$258,324|$521,497|

| 2023|190|$9.2M|$243,636|$525,473|

| 2022|189|$8.6M|$216,718|$469,965|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLUMECK STERN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$9,191|$3,903|—|—|—|

| 2023|$11,164|$4,381|—|—|—|

| 2022|$8,670|$3,383|—|—|—|

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