How big is Heitman, Inc.'s plan?

Heitman, Inc.'s plan reported $8.4M in assets and 20 participants for 2025.

Original filing (PDF)20260513112747NAL0007435265001

Heitman, Inc.

Name: Heitman, Inc. — Heitman, Inc. Profit Sharing Plan, Form 5500 (2025)
Creator: Heitman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heitman, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Heitman, Inc.'s Heitman, Inc. Profit Sharing Plan held $8.4M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

Kimberly Powell signed Heitman, Inc.'s 2025 Form 5500 as plan administrator.

Kimberly Powell — 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

Heitman, Inc.'s EIN is 39-0977186.

EIN 39-0977186

Plan number 001

Plan year 2025

ACK ID 20260513112747NAL0007435265001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heitman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heitman, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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