Steak N Shake 401(k) plan

Steak N Shake Inc., Indianapolis, IN. EIN 35-1604308. Annual reports 2009–2024. Also filed as The Steak N Shake Company; Steak N Shake Operations, Inc.; Steak N Shake Operations Inc.; Steak N Shake 401K Savings Plan.

Steak N Shake Inc. has one active retirement plan on file, the The Steak 'N Shake 401(k) Savings Plan, with 1,281 participants and $17.5 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Steak N Shake's filings since 2009.

Active plans
1
Participants
1,281
Plan assets
$17.5 million
401(k) recordkeeper
Principal
Plans on file
1
Industry
Hotels and restaurants

The plan

The Steak 'N Shake 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 35-1604308
Participants (2024)
1,281
Net assets (2024)
$17.5 million
Recordkeeper
PrincipalEarlier: Well Fargo Bank (2018–2019), Mccready & Keene (2011–2017), Fidelity (2009–2010)
Plan administrator
Steak N Shake Inc.
107 S. Pennsylvania ST. Suite 400
Indianapolis, IN 46204
(317) 616-7439As filed for 2024
In effect since
September 28, 1953

Earlier sponsors: Steak N Shake Operations, Inc. (2010–2015); Steak N Shake 401K Savings Plan (2018–2019).

Earlier plan names: The Steak N Shake Company 401(k) Savings Plan; The Steak N Shake 401(k) Savings Plan; The Steak N Shake 401K Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,281$17.5 millionPrincipal
20234,155$16.5 millionPrincipal
20224,166$15.2 millionPrincipal
20214,515$18.2 millionPrincipal
20205,608$18.1 millionPrincipal
201910,494$21.1 millionWell Fargo Bank
201815,365$20.3 millionWell Fargo Bank
201712,383$23.7 millionMccready & Keene
201613,248$21.0 millionMccready & Keene
201510,495$20.0 millionMccready & Keene
201410,686$21.5 millionMccready & Keene
201311,040$22.5 millionMccready & Keene
20129,616$20.6 millionMccready & Keene
201110,182$20.1 millionMccready & Keene
20109,745$22.6 millionFidelity
200910,667$24.0 millionFidelity

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the The Steak 'N Shake 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((317) 616-7439). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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