Plan Snapshot
- Plan Sponsor: Hershey Creamery Company
- Sponsor EIN: 230691670
- Sponsor Address: 301 S CAMERON ST, HARRISBURG, PA, 171012815
- Plan Type: 401(k)
- Total Participants: 809
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 809 | $50.5M | $1.4M | $2.6M |
| 2023 | 774 | $40.9M | $1.2M | $2.3M |
| 2022 | 670 | $35.0M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | INVESTMENT ADVISORY | — | $84,762 | $84,762 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,377 | — | $32,377 |
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,139
- Estimated Expense Ratio: 0.232% 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 | $32,377 | — | $32,377 | — | — |
| 2023 | $31,111 | — | $31,111 | — | — |
| 2022 | $24,900 | — | $24,900 | — | — |