Heitman LLC

Plan name Heitman Employees Advantage Retirement Plan
Location Chicago, Illinois
Asset size $43.7MM
Participants 300-350
Industry Real Estate Investment Management
Participation rate 97%
Average deferral rate 8.1%
# of funds offered 17
Investment review Quarterly
True-up match Yes
Match vesting period 4 years (graded)
Eligibility Immediately upon hire
Default deferral rate 6%
Default investment Institutional Target-date Fund (Active or Indexed)
Automatic escalation Opt-out
Systematic withdrawals Yes
Fee equalization Not applicable
Match rate 50% on the first 6% of salary deferrals
% receiving full match >80%
Maximum employer contribution 3%
Financial education:
Saving/Budgeting Yes
Investing strategies Yes
College saving Yes
Credit/Debt management Yes
Tax/Estate planning Yes
Retiree health costs/savings options Yes
Recordkeeper John Hancock Retirement Plan Services
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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