Heitman
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2333 of mapped providers
Assets under administration$39.9B0.1%Market share · rank #381
Fees received$4MMedian $304,096/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Heitman plan look like?
Service mix · median fees per plan
Count of plans where Heitman ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $557,555 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Investment managementCode 10 | 1 | $55,732 | |
Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment advisory (plan)Code 27 | 1 | $256,603 | |
Investment management fees paid directly by planCode 51 | 1 | $26,076 |
Competitor overlap
Percent of Heitman's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Heitman.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Heitman; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $256,603 | 3y | 1 |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $3M | 5y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | $712M | 2,572 | $557,555 | 4y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | $682M | 3,409 | $351,588 | 2y | - |
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSIONCA · 956377503-001 | $232M | 2,270 | $26,076 | 10y | - |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEECA · 516091982-001 | $0 | 0 | $55,732 | 5y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Heitman.
- CORBIN & COMPANY, P.C.
- CORBIN ERISA OPPORTUNITY FUND
- CORBIN L LAMBERT
- HEITMAN
- HEITMAN AMERICA REAL ESTATE
- HEITMAN AMERICA REAL ESTATE TRUST
- HEITMAN CAPITAL MANAGEMENT
- HEITMAN LLC
- HEITMAN REAL ESTATE SECURITIES
- HEITMAN REAL ESTATE SECURITIES LLC
- HEITMAN/JMB ADVISORY CORPORATION
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Heitman's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 16.67% | 7.76% | +8.90 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 16.67% | 1.76% | +14.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Heitman. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Heitman's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 33.3% |
| Proskauer Rose LLP | 2 | 33.3% |
| Gilbert & Sackman | 1 | 16.7% |
| Shanley A Professional Corp | 1 | 16.7% |
| Stranch, Jennings & Garvey | 1 | 16.7% |
| THE YOUNGDAHL LAW FIRM PC | 1 | 16.7% |