Charles Shambaugh signed Hershey Creamery Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hershey Creamery Company's EIN is 23-0691670.
Download the official 2024 Form 5500 (PDF) for Hershey Creamery Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hershey Creamery Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.1M | 16.1% | |
| Principal Fixed Income Option 401(a)/(k) Guaranteed Insurance Contract | Other securities | — | — | $6.9M | 13.7% | |
| PRIN LIFETIME HYB 2050 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.5M | 13.0% | |
| PRIN LIFETIME HYB 2040 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 9.0% | |
| PRIN LIFETIME HYB 2020 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.4M | 6.8% | |
| Principal Large Cap Growth I Registered Investment Company | Common Stocks | — | — | $3.1M | 6.2% | |
| PRIN LIFETIME HYB 2060 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.1M | 4.1% | |
| American Funds Washington Mutual Inv R3 Registered Investment Company | Mutual Funds | — | — | $1.5M | 3.0% | |
| Principal Real Estate Securities Registered Investment Company | Common Stocks | — | — | $1.3M | 2.6% | |
| Principal MidCap S&P 400 Index R5 Registered Investment Company | Common Stocks | — | — | $1.3M | 2.6% | |
| MFS International Diversification R2 Registered Investment Company | Mutual Funds | — | — | $1.3M | 2.5% | |
| Principal Large Cap Value III Registered Investment Company | Common Stocks | — | — | $1.2M | 2.3% | |
| Principal Bond Market Index R5 Registered Investment Company | Common Stocks | — | — | $1.1M | 2.2% | |
| PRIN LIFETIME HYB 2055 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $863K | 1.7% | |
| Principal Small Cap Growth I R5 Registered Investment Company | Common Stocks | — | — | $808K | 1.6% | |
| Principal Small Cap Value II Registered Investment Company | Common Stocks | — | — | $771K | 1.5% | |
| PRIN LIFETIME HYB 2035 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $718K | 1.4% | |
| Principal Lifetime Hybrid Income Common Investment Trust | Other securities | — | — | $441K | 0.9% | |
| PRIN LIFETIME HYB INC CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $441K | 0.9% | |
| PRIN LIFETIME HYB 2065 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $430K | 0.9% | |
| PRIN LIFETIME HYB 2045 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $398K | 0.8% | |
| Principal Small Cap S&P 600 Index R5 Registered Investment Company | Common Stocks | — | — | $222K | 0.4% | |
| Principal International Equity Index R5 Registered Investment Company | Common Collective Trusts | — | — | $156K | 0.3% | |
| PRIN LIFETIME HYB 2025 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $125K | 0.2% | |
| (E) | Other securities | — | — | $38K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $38K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $11K | <0.1% | |
| (E) | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
