Original filing (PDF)20250619080820NAL0007463922001

HEITMAN, INC.

Name: HEITMAN, INC. — HEITMAN, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEITMAN, INC.

Form 5500-SF

FILING_RECEIVED

HEITMAN, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEITMAN, INC..

Plan sponsor

Name

HEITMAN, INC.

EIN

39-0977186

Address

10554 W DONGES COURT · MILWAUKEE, WI · 532241110

Phone

(414) 354-1196

Industry

Constructionsee 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

2025-06-19

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

R. ZOPPO CORP.

R. ZOPPO CORP. 401(K) PROFIT SHARING PLAN

$7.4M · 13 participants

REYES GROUP, LTD.

REYES GROUP, LTD. 401(K) PLAN

$7.4M · 178 participants

SMITH-SONDY ASPHALT CONSTRUCTION CO. INC.

SMITH-SONDY ASPHALT CONSTRUCTION CO., INC. 401(K) PSP

$7.3M · 30 participants

PRO CIRCUIT INCORPORATED

PRO CIRCUIT INC. 401 (K) PLAN

$7.3M · 99 participants

SHILLING CONSTRUCTION COMPANY, INC.

SHILLING CONSTRUCTION COMPANY, INC. PS/401K PLAN & TRUST