What public Form 5500 filings show about the Herzing University, Ltd. 401(k) plan — and how to find and check your own account.
Herzing University, Ltd. (EIN 27-1503981) reports HERZING UNIVERSITY, LTD. SAVINGS PLAN on its most recent Form 5500, with $61.9M in plan assets across 1,634 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Herzing University, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Herzing University, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER FIDUCIARY ADVISORS, STRATEGIC ADVISORS.
