How big is Hershey Financial Advisers, LLC's plan?

Hershey Financial Advisers, LLC's plan reported $222K in assets and 6 participants for 2024.

Original filing (PDF)20251015120647NAL0006199136001

Hershey Financial Advisers, LLC

Name: Hershey Financial Advisers, LLC — Hershey Financial, Form 5500 (2024)
Creator: Hershey Financial Advisers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hershey Financial Advisers, LLC 401(k) Plan

401(k) retirement plan · Hershey Financial Advisers, LLC's Hershey Financial Advisers, LLC 401(k) Plan held $222K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

Plan identifiers

Hershey Financial Advisers, LLC's EIN is 23-3050504.

EIN 23-3050504

Plan number 001

Plan year 2024

ACK ID 20251015120647NAL0006199136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hershey Financial Advisers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hershey Financial Advisers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERSHEY FINANCIAL ADVISERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score