Original filing (PDF)20250617092126NAL0001682177001

M. S. HERSHEY FOUNDATION

Name: M. S. HERSHEY FOUNDATION — THE M. S. HERSHEY FOUNDATION 403(B) SAVINGS PLAN, Form 5500 (2024)
Creator: M. S. HERSHEY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE M. S. HERSHEY FOUNDATION 403(B) SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M. S. HERSHEY FOUNDATION.

Plan sponsor

Name

M. S. HERSHEY FOUNDATION

EIN

23-6242734

Address

63 WEST CHOCOLATE AVENUE · HERSHEY, PA · 17033

Phone

(717) 298-2200

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

M. S. HERSHEY FOUNDATION

EIN

23-6242734

City

HERSHEY, PA

Phone

(717) 298-2200

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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