How big is Heitz Hospitality LLC's plan?

Heitz Hospitality LLC's plan reported $426K in assets and 41 participants for 2025.

Original filing (PDF)20260424093301NAL0003102803001

Heitz Hospitality LLC

Name: Heitz Hospitality LLC — CFA Iowa & 27TH 401(k) Plan, Form 5500 (2025)
Creator: Heitz Hospitality LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFA Iowa & 27TH 401(k) Plan

401(k) retirement plan · Heitz Hospitality LLC's CFA Iowa & 27TH 401(k) Plan held $426K in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Megan Petri signed Heitz Hospitality LLC's 2025 Form 5500 as plan administrator.

Megan Petri — 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

Heitz Hospitality LLC's EIN is 83-4032313.

EIN 83-4032313

Plan number 001

Plan year 2025

ACK ID 20260424093301NAL0003102803001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heitz Hospitality 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 HEITZ HOSPITALITY LLC.

Finding similar companies…

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