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HEITZMAN & ASSOCIATES, INC.

EIN 38-3460854-financial services-Latest filing 2025
Plans
1
Retirement
1
$487K assets
Welfare
0
Participants
3
233 E. FULTON STREET, SUITE 224 - GRAND RAPIDS, MI 49503616-774-2372heitzman-associates.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$487K - 3 part

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Retirement#001

HEITZMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$487K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEITZMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$487K32025
Retirement plans
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