How big is The Heitmeyer Group LLC's plan?

The Heitmeyer Group LLC's plan reported $6.5M in assets and 100 participants for 2025.

Original filing (PDF)20260515115339NAL0011412272001

The Heitmeyer Group LLC

Name: The Heitmeyer Group LLC — The Heitmeyer Group LLC, Form 5500 (2025)
Creator: The Heitmeyer Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heitmeyer Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Heitmeyer Group LLC's The Heitmeyer Group LLC 401(k) Profit Sharing Plan & Trust held $6.5M in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

112

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Anthony M. Ward ESQ. signed The Heitmeyer Group LLC's 2025 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Heitmeyer Group LLC's EIN is 31-1662353.

EIN 31-1662353

Plan number 001

Plan year 2025

ACK ID 20260515115339NAL0011412272001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Heitmeyer Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Heitmeyer Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HEITMEYER GROUP LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off