How big is The Headwaters Academy, Inc.'s plan?

The Headwaters Academy, Inc.'s plan reported $90K in assets and 20 participants for 2024.

Original filing (PDF)20260122145344NAL0009444482001

The Headwaters Academy, Inc.

Name: The Headwaters Academy, Inc. — The Headwaters, Form 5500 (2024)
Creator: The Headwaters Academy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Headwaters Academy, Inc. 401(k) Plan

401(k) retirement plan · The Headwaters Academy, Inc.'s The Headwaters Academy, Inc. 401(k) Plan held $90K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

Plan identifiers

The Headwaters Academy, Inc.'s EIN is 36-3727667.

EIN 36-3727667

Plan number 001

Plan year 2024

ACK ID 20260122145344NAL0009444482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Headwaters Academy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Headwaters Academy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off