Original filing (PDF)20250723123933NAL0008685794001

HEITMANN BUILDERS INC

Name: HEITMANN BUILDERS INC — HEITMANN BUILDERS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HEITMANN BUILDERS INC

Form 5500-SF

FILING_RECEIVED

HEITMANN BUILDERS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEITMANN BUILDERS INC.

Plan sponsor

Name

HEITMANN BUILDERS INC

EIN

14-1794809

Address

PO BOX 613 · GARRISON, NY · 105240613

Phone

(845) 591-7177

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

OUTSOURCED SITE SERVICES, LLC

OUTSOURCED SITE SERVICES, LLC 401K PLAN

$641K · 7 participants

THORWALD HOLDINGS, INC.

THORWALD HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$641K · 20 participants

CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS

CR ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS, PSC RETIREMENT PLAN

$641K · 9 participants

FLEXECUTION, INC.

FLEXECUTION, INC. 401(K) PROFIT SHARING PLAN

$641K · 16 participants

HR SERVICE, INC.

HR SERVICE 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.