How big is Headwaters School's plan?

Headwaters School's plan reported $4.3M in assets and 87 participants for 2024.

Original filing (PDF)20250723111904NAL0001833763001

Headwaters School

Name: Headwaters School — The Headwaters School 401(k), Form 5500 (2024)
Creator: Headwaters School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Headwaters School 401(k) Plan

401(k) retirement plan · Headwaters School's The Headwaters School 401(k) Plan held $4.3M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

ALEX Penry signed Headwaters School's 2024 Form 5500 as plan administrator.

ALEX Penry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Headwaters School's EIN is 74-3020203.

EIN 74-3020203

Plan number 002

Plan year 2024

ACK ID 20250723111904NAL0001833763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEADWATERS SCHOOL.

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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

Helping the score