Headway 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Headway
  • Sponsor EIN: 202722761
  • Sponsor Address: 4483 MAYBECK TER, FREMONT, CA, 945367010
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.7M$92,000$103,750
20234$2.1M$75,500$81,900
20224$1.6M$86,333$74,900

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