Plan Snapshot
- Plan Sponsor: Shake Shack Enterprises, LLC
- Sponsor EIN: 264487502
- Sponsor Address: 225 VARICK STREET, NEW YORK, NY, 10014
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6,120
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,120 | $45.5M | $2.3M | $6.5M |
| 2023 | 7,109 | $33.6M | $1.9M | $5.7M |
| 2022 | 9,150 | $23.9M | $1.5M | $4.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $129,895 | — | $129,895 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $31,802 | — | $31,802 |
| WITHUMSMITH+BROWN, PC | Auditor | $21,409 | — | $21,409 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,106
- Estimated Expense Ratio: 0.402% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $183,105 | $31,802 | — | $21,409 | — |
| 2023 | $162,465 | — | — | $20,200 | — |
| 2022 | $53,457 | — | — | — | — |