# Milton Hershey School DC Plan
Source: https://planprovider.pro/companies/milton-hershey-school-plan-005

> Milton Hershey School's DC plan: 1,693 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:** P.O. BOX 830, HERSHEY, PA, 170330830

- **Plan Type:** DC

- **Total Participants:** 1,693

- **Total Assets:** $181.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,693|$181.1M|$10.5M|$0|

| 2023|1,500|$161.6M|$9.6M|$0|

| 2022|1,331|$140.3M|$8.8M|$0|

## 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|$72,538|—|$72,538|

| 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:** $72,538

- **Estimated Expense Ratio:** 0.040% 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|$68,052|—|$68,052|—|—|

| 2023|$54,103|—|$54,103|—|—|

| 2022|$60,094|—|$60,094|—|—|

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