How big is The Heitmeyer Group's plan?

The Heitmeyer Group's plan reported $5.6M in assets and 77 participants for 2024.

Original filing (PDF)20250612125258NAL0028484384001

The Heitmeyer Group

Name: The Heitmeyer Group — My NEST EGG 401(k) Plan, Form 5500 (2024)
Creator: The Heitmeyer Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

My NEST EGG 401(k) Plan

401(k) retirement plan · The Heitmeyer Group's My NEST EGG 401(k) Plan held $5.6M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

NORM Heitmeyer signed The Heitmeyer Group's 2024 Form 5500 as plan administrator.

NORM Heitmeyer — 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's EIN is 31-1662353.

EIN 31-1662353

Plan number 002

Plan year 2024

ACK ID 20250612125258NAL0028484384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Heitmeyer Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Heitmeyer Group'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.

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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

Helping the score