Craig PATE signed Suzanna's Kitchen, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Suzanna's Kitchen, Inc.'s EIN is 58-0835483.
Download the official 2023 Form 5500 (PDF) for Suzanna's Kitchen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Suzanna's Kitchen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $3.4M | 23.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $2.4M | 16.3% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.7M | 11.8% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $689K | 4.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $592K | 4.0% | |
| FID GOVT MMRK PRM Interest bearing cash | Mutual Funds | — | — | $485K | 3.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $437K | 3.0% | |
| TRP DIV GROWTH ADV Mutual Fund ** 177 AF AMERICAN MUTAL R5 Mutual Fund | Other securities | — | — | $212K | 1.4% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $177K | 1.2% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $148K | 1.0% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $107K | 0.7% | |
| FID EMERGING MKTS Mutual Fund | Mutual Funds | — | — | $105K | 0.7% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $93K | 0.6% | |
| MFS MID CAP GRTH R3 Mutual Fund | Mutual Funds | — | — | $88K | 0.6% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $60K | 0.4% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $55K | 0.4% | |
| FID REAL ESTATE INVS Mutual Fund | Mutual Funds | — | — | $52K | 0.4% | |
| FID MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| FID OVERSEAS Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| INVS DIVRS DIVD R5 Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| FID SMALL CAP GROWTH Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| AS SPL SM CP VAL ADM Mutual Fund | Other securities | — | — | $22K | 0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| FID INFL PR BD INX Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| NORTHERN SM CAP CORE Mutual Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
