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Original filing (PDF)20251008113751NAL0013278690001
HERSHEY ENTERTAINMENT & RESORTS COMPANY
Form 5500
FILING_RECEIVED
HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
908
Accounts w/ balance
1,264
Plan assets (EOY)
$121.3M
Net assets (EOY)
$121.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERSHEY ENTERTAINMENT & RESORTS COMPANY.
Plan sponsor
Name
HERSHEY ENTERTAINMENT & RESORTS COMPANY
EIN
23-0691815
Address
27 WEST CHOCOLATE AVENUE · HERSHEY, PA · 17033
Phone
(717) 534-3187
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYER & RITTER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $71K | — |
| RAYMOND JAMES FINANCIAL SERVICE ADV | — | PANAMA CITY, FL | NONE | $23K | — |
| BOYER & RITTER LLC | — | CAMP HILL, PA | NONE | $14K | — |
Investments
13 direct securities · 14 pooled funds· $121.3M(100% of reported assets)
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.
Common Collective Trust
$73.5M
14 holdings
Uncategorized
$44.3M
12 holdings
Registered Investment Companies
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $21.0M | 17.4% | |
| Fidelity Advisor EQ Growth I 677,076.6585 shares N/R | — | — | — | $15.8M | 13.0% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $14.7M | 12.1% | |
| Fidelity 500 Index Fund 46,570.7727 shares N/R | — | — | — | $9.5M | 7.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $8.9M | 7.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.2M | 5.9% | |
| Fidelity EXT MKT Index Fund 62,253.1177 shares N/R | — | — | — | $5.7M | 4.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.0% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.0% | |
| New Horizons 63,157.3309 shares N/R | Registered Investment Companies | — | — | $3.5M | 2.9% | |
| TRP Value Fund 78,140.1790 shares N/R | — | — | — | $3.5M | 2.9% | |
| MFS INTL Diversification R6 131,994.8219 shares N/R | — | — | — | $3.0M | 2.5% | |
| Fidelity Total Bond K6 306,716.8459 shares N/R | — | — | — | $2.7M | 2.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| Fidelity US Bond Index Fund 129,742.5832 shares N/R | — | — | — | $1.3M | 1.1% | |
| Allspring SPE MD CAP VAL R6 25,854.5288 shares N/R | — | — | — | $1.2M | 1.0% | |
| Notes Receivable from Participants * Participant loans Interest rates: 4.25% - 9.50% | — | — | — | $902K | 0.7% | |
| Fidelity INTL Index Fund 10,495.9712 shares N/R | — | — | — | $499K | 0.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $230K | 0.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $181K | 0.1% | |
| DFA US Small Cap 1,866.9150 shares N/R | — | — | — | $91K | <0.1% | |
| Vanguard Fed Money Market Fund 89,119.7800 shares N/R | — | — | — | $89K | <0.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% |