# Heitman LLC 401(k) Plan
Source: https://planprovider.pro/companies/heitman-llc-401k-plan

> Heitman LLC's 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heitman LLC

- **Sponsor EIN:** 364263867

- **Sponsor Address:** 110 NORTH WACKER DRIVE, SUITE 4000, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 298

- **Total Assets:** $90.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|298|$90.9M|$1.3M|$4.4M|

| 2023|309|$78.7M|$1.2M|$4.6M|

| 2022|307|$65.7M|$1.2M|$4.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RSM US LLP|Auditor|$26,650|—|$26,650|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,650

- **Estimated Expense Ratio:** 0.029% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$245,919|$44,356|$174,913|$26,650|—|

| 2023|$226,652|$54,292|$148,160|$24,200|—|

| 2022|$225,298|$53,828|$171,470|—|—|

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