Heitman Employees Advantage Retirement Plan
Sponsored by Heitman Llc · EIN 364263867 · Plan #001
- Total assets
- $90.9M
- Net assets
- $90.9M
- Active participants
- 298
- With balances
- 407
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $176,552 |
| Sageview | Investment advisory (plan) | $42,716 |
| Rsm Us Llp | Accounting | $26,650 |