Original filing (PDF)20250918113334NAL0001791507001

HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA

Name: HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA — HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA RETIREMENT PLAN, Form 5500 (2024)
Creator: HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA

Form 5500-SF

FILING_RECEIVED

HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA

EIN

81-1099715

Address

119 W MAIN AVE · MISSOULA, MT · 598024328

Phone

(406) 926-6526

Industry

Health Care & Social Assistancesee all

Plan administrator