Shake Shack Retirement Plan — Form 5500 plan (Shake Shack Enterprises, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shake Shack Retirement Plan is a benefit plan reported by Shake Shack Enterprises, LLC under EIN 26-4487502 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,351 participants and $33,575,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shake Shack Enterprises, LLC
EIN
26-4487502
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
9,351
End-of-year plan assets
$33,575,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,351H, C20241001110212NAL0011441792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,575,280
Total liabilities (EOY)
$0
Net assets (EOY)
$33,575,280
Net assets (BOY)
$23,908,762

Income & contributions

Employer contributions
$1,868,142
Participant contributions
$5,675,311
Total contributions
$8,610,856
Total income / additions
$13,920,146

Expenses & distributions

Benefits paid
$4,089,820
Administrative expenses
$162,465
Total expenses
$4,253,628
Net increase / (decrease)
$9,666,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$111,389$02023
CaptrustINVESTMENT ADVISOR$30,876not reported in the loaded dataset2023
WithumACCOUNTANT/AUDITOR$20,200not reported in the loaded dataset2023

Related Form 5500 pages