Plan Snapshot
- Plan Sponsor: Hershey Entertainment & Resorts Company
- Sponsor EIN: 230691815
- Sponsor Address: 27 W. CHOCOLATE AVENUE, HERSHEY, PA, 17033
- Plan Type: 401(k)
- Total Participants: 4,526
- Total Assets: $79.8M
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 | 4,526 | $79.8M | $1.8M | $3.6M |
| 2023 | 5,367 | $68.1M | $1.6M | $3.1M |
| 2022 | 1,576 | $57.8M | $1.4M | $2.8M |
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 | $112,207 | — | $112,207 |
| BOYER & RITTER LLC | Auditor | $4,750 | — | $4,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,957
- Estimated Expense Ratio: 0.146% 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 | $118,512 | — | — | $4,750 | — |
| 2023 | $106,472 | — | — | — | — |
| 2022 | $109,411 | $12,153 | — | — | $10,250 |