Back to filter
Original filing (PDF)20251008121429NAL0002986899001
HERSHEY ENTERTAINMENT & RESORTS COMPANY
Form 5500
FILING_RECEIVED
HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN FOR HOURLY EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,526
Accounts w/ balance
1,711
Plan assets (EOY)
$79.8M
Net assets (EOY)
$79.8M
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)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
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 W. CHOCOLATE AVENUE · HERSHEY, PA · 17033
Phone
(717) 534-3187
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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)
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)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $112K | — |
Investments
13 direct securities · 14 pooled funds· $79.1M(99% 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
$48.5M
14 holdings
Uncategorized
$29.1M
12 holdings
Registered Investment Companies
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $12.9M | 16.2% | |
| TRP RET BLEND 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $12.4M | 15.5% | |
| Fidelity Advisor EQ Growth I 497,589.0751 shares N/R | — | — | — | $11.6M | 14.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.3M | 7.9% | |
| TRP RET BLEND 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $5.6M | 7.0% | |
| Fidelity 500 Index Fund 24,598.5710 shares N/R | — | — | — | $5.0M | 6.3% | |
| Fidelity Ext Mkt Index Fund 32,024.2269 shares N/R | — | — | — | $2.9M | 3.6% | |
| Value Fund 59,079.7172 shares N/R | — | — | — | $2.6M | 3.3% | |
| TRP RET BLEND 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| TRP RET BLEND 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| Notes Receivable from Participants * Participant loans Interest rate range: 4.25%-9.50% | — | — | — | $2.2M | 2.7% | |
| Fidelity Total Bond K6 231,792.7992 shares N/R | — | — | — | $2.0M | 2.5% | |
| MFS INTL Diversification R6 81,503.5003 shares N/R | — | — | — | $1.9M | 2.3% | |
| TRP RET BLEND 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| TRP RET BLEND 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| New Horizon Fund 26,669.4324 shares N/R | Registered Investment Companies | — | — | $1.5M | 1.9% | |
| TRP RET BLEND 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| TRP RET BLEND 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| TRP RET BLEND 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $544K | 0.7% | |
| Fidelity US Bond Index Fund 28,645.6900 shares N/R | — | — | — | $293K | 0.4% | |
| Allpring SPE MD CAP VAL R6 5,814.1392 shares N/R | — | — | — | $278K | 0.3% | |
| Fidelity INTL Index Fund 4,929.2004 shares N/R | — | — | — | $234K | 0.3% | |
| TRP RET BLEND 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $224K | 0.3% | |
| TRP RET BLEND 2010 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $107K | 0.1% | |
| Vanguard Fed Money Market Fund 66,344.7200 shares N/R | — | — | — | $66K | <0.1% | |
| DFA US Small Cap INST 280.4527 shares N/R | — | — | — | $14K | <0.1% | |
| TRP RET BLEND 2005 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |