HEADWATER INVESTMENT CONSULTING, INC. 401(k) Plan
What public Form 5500 filings show about the HEADWATER INVESTMENT CONSULTING, INC. 401(k) plan — and how to find and check your own account.
The HEADWATER INVESTMENT CONSULTING, INC. 401(k) on its latest Form 5500
HEADWATER INVESTMENT CONSULTING, INC. (EIN 87-0730381) reports HEADWATER INVESTMENT CONSULTING 401(K) PLAN on its most recent Form 5500, with $802K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full HEADWATER INVESTMENT CONSULTING, INC. filing — schedules, fees, and providers.
Who runs the HEADWATER INVESTMENT CONSULTING, INC. 401(k)?
HEADWATER INVESTMENT CONSULTING, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask HEADWATER INVESTMENT CONSULTING, INC.HR for the recordkeeper’s name and login.
How to check your HEADWATER INVESTMENT CONSULTING, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HEADWATER INVESTMENT CONSULTING, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).