Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
THE HEITMEYER GROUP LLC
EIN 31-1662353human resourcesLatest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
293
501 W SCHROCK RD STE 410 - WESTERVILLE, OH 430818035614-699-5770LinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 293 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HEITMEYER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.5M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MY NEST EGG 401(K) PLAN
401k
Assets$5.6M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HEITMEYER GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.5M | 165 | 2025 | |
| 002 | MY NEST EGG 401(K) PLAN | 401k | $5.6M | 128 | 2024 |
Retirement plans
Welfare plans