Plan Ledger DOL Form 5500 · updated monthly

Heitman LLC401(k)

HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Heitman LLC reported $245,919 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,228 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 609th-largest of 3,702 plans among Illinois employers on file, and the 144th of 2,096 in real estate & leasing. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,929,129
Participants with balances407
Active participants298
Employer contributions$1,260,080
Employee contributions$4,434,095
Employer contribution per active participant$4,228
Average account balance$223,413
Benefits paid to participants$5,130,992
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$90.9M · 407 accts · $1.3M emplr
2023$78.7M · 420 accts · $1.2M emplr
2022$65.7M · 421 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$174,913
Investment management$44,356
Audit (IQPA)$26,650
Total administrative$245,919
The Heitman LLC 401(k) match · 2024
Employer contribution per active participant$4,228
Median for plans this size$3,635
2024$4,228 per active participant
2023$4,011 per active participant
2022$3,764 per active participant

Heitman LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$176,552
SAGEVIEW · Investment advisory (plan)$42,716
RSM US LLP · Accounting / audit$26,650

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$245,919 · 0.29%
2023$226,652 · 0.31%
2022$225,298 · 0.32%
Same employer
Similar plansReal Estate & Leasing · Illinois
Jmb Realty Corporation IL$244.9M · 0.02%
Avison Young (USA) Inc. IL$136.7M · 0.17%
The Inland Group, LLC IL$108.5M · 0.18%
National Equity Fund Inc. IL$91.6M · 0.15%
Ventas, Inc. IL$90.4M · 0.15%
Amli Management Company IL$79.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364263867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.