Headwaters Salons, Llc 401(k) Plan
Sponsored by Headwaters Salons, Llc · EIN 810532833 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 182
- With balances
- 287
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $26,565 |
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $17,428 |
| Jccs, P.C. | Accounting, Direct payment from the plan | $0 |