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Original filing (PDF)20251013140736NAL0000690163001
THE HERSHEY COMPANY
Form 5500
FILING_RECEIVED
THE HERSHEY COMPANY PUERTO RICO 401K PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
70
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HERSHEY COMPANY.
Plan sponsor
Name
THE HERSHEY COMPANY
EIN
23-0691590
Address
19 EAST CHOCOLATE AVE. · HERSHEY, PA · 17033
Phone
(717) 534-4000
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS ADMINISTRATIVE COMMITTEE OF THE HERSHEY COMPANY
EIN
23-0691590
City
HERSHEY, PA
Phone
(717) 534-4000
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0531870 | — | NONE | $7K | — |
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | NONE | $748 | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $185 | — |
Investments
13 pooled funds· $5.6M
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436411 / PN 022 | Common Collective Trust | $1.0M | 18.5% |
| VANGUARD TARGET RET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | $698K | 12.6% |
| VANGUARD TARGET RET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | $678K | 12.2% |
| VANGUARD TARGET RET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | $613K | 11.0% |
| VANGUARD TARGET RET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | $522K | 9.4% |
| VANGUARD TARGET RET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | $509K | 9.2% |
| VANGUARD TARGET RET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | $440K | 7.9% |
| VANGUARD TARGET RET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | $403K | 7.3% |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $252K | 4.5% |
| VANGUARD TARGET RET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | $192K | 3.4% |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | $83K | 1.5% |
| VANGUARD TARGET RET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | $79K | 1.4% |
| VANGUARD TARGET RET INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | $65K | 1.2% |