Plan Snapshot
- Plan Sponsor: Headwaters Wealth Management, LLC
- Sponsor EIN: 472154882
- Sponsor Address: 401 W. FRONT STREET, STE 400, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 7 | $3.1M | $170,056 | $158,932 |
| 2023 | 7 | $2.4M | $147,153 | $98,077 |
| 2022 | 8 | $2.0M | $121,409 | $85,170 |