# Milton Hershey School DC Plan
Source: https://planprovider.pro/companies/milton-hershey-school-plan-003

> Milton Hershey School's DC plan: 1,346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milton Hershey School

- **Sponsor EIN:** 231353340

- **Sponsor Address:** PO BOX 830, HERSHEY, PA, 170330830

- **Plan Type:** DC

- **Total Participants:** 1,346

- **Total Assets:** $214.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,346|$214.3M|$1.6M|$8.0M|

| 2023|1,305|$192.1M|$2.0M|$7.4M|

| 2022|1,234|$169.0M|$2.0M|$6.9M|

## 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|

| TIAA|NONE|$69,932|—|$69,932|

| BDO USA, P.C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [BDO USA, P.C](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,932

- **Estimated Expense Ratio:** 0.033% 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|$67,523|—|$67,523|—|—|

| 2023|$53,755|—|$53,755|—|—|

| 2022|$52,327|—|$52,327|—|—|

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