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HEADWATERS WEALTH MANAGEMENT, LLC

EIN 47-2154882-investment management-Latest filing 2024
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
8
401 W. FRONT STREET, STE 400 - BOISE, ID 83702208-639-6151headwaterswm.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$3.1M - 8 part

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Retirement#001

HWM 401(K) PROFIT SHARING PLAN

401k

Assets$3.1M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HWM 401(K) PROFIT SHARING PLAN401k$3.1M82024
Retirement plans
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