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  1. Companies/
  2. Headwater Investment Consulting, Inc.

Filings through Oct 24, 2026.

Headwater Investment Consulting, Inc.

EIN 87-0730381-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
8
408 SE 1ST ST - MCMINNVILLE, OR 97128503-565-2100headwater-ic.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.1M - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HEADWATER INVESTMENT CONSULTING 401(K) PLAN

401(k)

Assets$1.1M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HEADWATER INVESTMENT CONSULTING 401(K) PLAN401(k)$1.1M82025
  • HEADWATER INVESTMENT CONSULTING 401(K) PLAN$1.1M
    #001 · 401(k) · 20258
Retirement plans
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