Herzing University, Ltd 401(k) Plan: Login, Facts & Contact Information

Herzing University, Ltd 401(k) Plan Facts

Plan name
HERZING UNIVERSITY, LTD. SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HERZING UNIVERSITY, LTD
Participants
1,806 (1,634 active employees)
Former employees with a balance
363
Plan assets
$61,936,864 at Dec 31, 2024
Average account balance
$33,994 across 1,822 accounts
Employer contributions
$1,630,987 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1978
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.34 million went into the plan in contributions, $1.63 million of it from the employer (22%).
  • $5.75 million was paid out to participants.
  • Investment and other income added $6.77 million.
  • Administrative expenses were $203,414, about $112 per account.

How the Herzing University, Ltd 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,408$34.9 million$1.17 million$3.86 million
20201,599$40.7 million$1.26 million$4.88 million
20211,413$48.1 million$1.50 million$3.48 million
20221,587$43.7 million$1.59 million$3.20 million
20231,759$53.9 million$1.76 million$4.01 million
20241,806$61.9 million$1.63 million$5.75 million

Herzing University, Ltd 401(k) Contact Information

Phone
414-271-8103
Mailing address
275 W. WISCONSIN AVE. SUITE 210, MILWAUKEE WI 53203
Plan sponsor
HERZING UNIVERSITY, LTD
Employer identification number (EIN)
27-1503981
Plan number
001

Questions about the Herzing University, Ltd 401(k)

Does Herzing University, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.63 million, 22% of all contributions.

Does the Herzing University, Ltd 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Herzing University, Ltd 401(k) plan?

1,806 participants at the start of plan year 2024, 1,634 of them active employees, and 363 former employees who still had money in the plan.

What is the average 401(k) balance at Herzing University, Ltd?

About $33,994 per account: $61.9 million in plan assets across 1,822 accounts with a balance at the end of plan year 2024.

Who manages the Herzing University, Ltd 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Herzing University, Ltd. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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