# Sweetgreen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sweetgreen-inc-401k-plan

> Sweetgreen, INC.'s 401(k) plan: 3,649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sweetgreen, INC.

- **Sponsor EIN:** 271159215

- **Sponsor Address:** 3102 W 36TH STREET, LOS ANGELES, CA, 90018

- **Plan Type:** 401(k)

- **Total Participants:** 3,649

- **Total Assets:** $29.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,649|$29.7M|$0|$5.9M|

| 2023|3,224|$23.9M|$39,640|$5.3M|

| 2022|3,002|$17.7M|$1.2M|$5.3M|

## 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|

| REGATTA CAPITAL GROUP LLC|INVESTMENT ADVISOR|$75,896|—|$75,896|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$21,340|—|$21,340|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,236

- **Estimated Expense Ratio:** 0.327% 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|$99,820|$98,812|—|—|—|

| 2023|$126,685|$77,369|—|$3,795|—|

| 2022|$86,133|$63,133|—|—|$23,000|

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