# Hershey Entertainment & Resorts Company 401(k) Plan
Source: https://planprovider.pro/companies/hershey-entertainment-resorts-company-401k-plan-003

> Hershey Entertainment & Resorts Company's 401(k) plan: 908 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hershey Entertainment & Resorts Company

- **Sponsor EIN:** 230691815

- **Sponsor Address:** 27 WEST CHOCOLATE AVENUE, HERSHEY, PA, 17033

- **Plan Type:** 401(k)

- **Total Participants:** 908

- **Total Assets:** $121.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|908|$121.3M|$3.4M|$5.0M|

| 2023|935|$108.3M|$3.1M|$4.7M|

| 2022|904|$88.3M|$2.7M|$4.2M|

## 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|

| T ROWE PRICE RPS INC|NONE|$71,413|—|$71,413|

| RAYMOND JAMES FINANCIAL SERVICE ADV|NONE|$22,500|—|$22,500|

| BOYER & RITTER LLC|NONE|$14,250|—|$14,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $108,163

- **Estimated Expense Ratio:** 0.089% 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|$108,439|—|—|$14,250|—|

| 2023|$137,219|—|—|$10,000|—|

| 2022|$128,728|$18,230|—|—|$20,250|

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