Plan Snapshot
- Plan Sponsor: Troegs Brewing Company
- Sponsor EIN: 251783853
- Sponsor Address: 200 EAST HERSHEYPARK DRIVE, HERSHEY, PA, 17033
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 95
- Total Assets: $270,798
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 95 | $270,798 | $0 | $0 |
| 2024 | 102 | $29,284 | $944,207 | $0 |
| 2023 | 95 | $32,003 | $640,137 | $184,262 |
| 2022 | 96 | $25,230 | $453,950 | $160,865 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $60,283 | — | $60,283 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $37,800 | — | $37,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,083
- Estimated Expense Ratio: 36.220% 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 |
|---|---|---|---|---|---|
| 2025 | $821,450 | — | — | — | — |
| 2024 | $939,798 | — | — | — | — |
| 2023 | $706,952 | — | — | — | — |
| 2022 | $706,214 | — | — | — | — |