AUMdb

The Hershey Company 401(k) Plan

Sponsored by The Hershey Company · EIN 230691590 · Plan #010

Total assets
$2.1B
Net assets
$2.1B
Active participants
11,915
With balances
15,958

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Financial Engines Investment advisory (plan), Other fees $909,003
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $479,613
Towers Watson Investment Services Consulting (pension), Investment management, Direct payment from the plan $383,680
Banks Finley White And Co Accounting, Direct payment from the plan $31,090
Groom Law Group Legal, Direct payment from the plan $16,526