Shake Shack Retirement Plan
Sponsored by Shake Shack Enterprises, Llc · EIN 264487502 · Plan #001
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 6,120
- With balances
- 1,375
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $129,895 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $31,802 |
| Withumsmith+Brown, Pc | Accounting | $21,409 |