Plan Snapshot
- Plan Sponsor: Herschend Entertainment Company LLC
- Sponsor EIN: 463014631
- Sponsor Address: 2800 W 76 COUNTRY BLVD, BRANSON, MO, 65616
- Plan Type: 401(k)
- Total Participants: 5,734
- Total Assets: $159.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,734 | $159.3M | $8.9M | $8.5M |
| 2023 | 2,785 | $135.6M | $6.7M | $6.3M |
| 2022 | 2,434 | $119.3M | $6.2M | $6.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $20,212 | — | $20,212 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,212
- Estimated Expense Ratio: 0.013% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $350,215 | $51,981 | — | $20,212 | — |
| 2023 | $288,231 | $54,620 | — | $18,900 | — |
| 2022 | $281,569 | $53,000 | — | — | $17,509 |