Original filing (PDF)20250616110843NAL0002224242001

THE JACOB AND TERESE HERSHEY F

Name: THE JACOB AND TERESE HERSHEY F — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE JACOB AND TERESE HERSHEY FOUNDATION, Form 5500 (2024)
Creator: THE JACOB AND TERESE HERSHEY F

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE JACOB AND TERESE HERSHEY FOUNDATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JACOB AND TERESE HERSHEY F.

Plan sponsor

Name

THE JACOB AND TERESE HERSHEY F

EIN