Original filing (PDF)20250411152938NAL0046790018001

Suzanna's Kitchen, Inc.

Name: Suzanna's Kitchen, Inc. — Suzanna's Kitchen , Inc., Form 5500 (2023)
Creator: Suzanna's Kitchen, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Suzanna's Kitchen , Inc., Employee Stock Ownership Plan

Defined-contribution retirement plan · Suzanna's Kitchen, Inc.'s Suzanna's Kitchen , Inc., Employee Stock Ownership Plan held $111.2M in plan assets for 288 participants in 2023.

Signals · 2

82% in single holding87% employer stock

Active participants

288

Accounts w/ balance

517

Plan assets (EOY)

$111.2M

Net assets (EOY)

$86.2M

How this plan invests

This plan

87 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

88% of assets in employer securities (concentration risk).
Total administrative cost in the bottom quartile of peers (20th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUZANNA'S KITCHEN, INC..

Plan sponsor

Name

SUZANNA'S KITCHEN, INC.

EIN

58-0835483all filings

Address

4025 BUFORD HIGHWAY · DULUTH, GA · 30096

Phone

(770) 476-9900

Industry

Manufacturing

Plan administrator

Name

WILSON LEWIS

EIN

58-2466648

City

DULUTH, GA

Phone

(770) 476-1004

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-04-11

Pension benefit codes

2O · ESOP (non-leveraged)

Audit & trust (Schedule H)

Auditor

AGL CPA GROUP, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TROUTMAN PEPPER, LLP	58-0946915	ATLANTA, GA	LEGAL CONSULTANT	$14K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSITION FINANCE STRATEGIES, LLC	13-4238973	CHARLOTTESVILLE, VA	PLAN ADMINISTRATOR	$45K	—

Investments

87 direct securities· $119.5M(100% of reported assets)

Common Stocks

$104.1M

74 holdings

Other securities

$5.3M

5 holdings

U.S. Treasuries

$5.1M

1 holding

Cash / Money Market

$3.6M

4 holdings

Mutual Funds

$1.2M

2 holdings

Common Collective Trusts

$315K

1 holding

					% of plan
Suzanna's Kitchen, Inc. 63,982 shares of common stock	Common Stocks	—	$43.2M	$97.9M	88.1%
Fixed Income Mutual funds	Other securities	—	$5.1M	$5.1M	4.6%
US Treasury Note Government securities	U.S. Treasuries	—	$5.1M	$5.1M	4.6%
Truist Money market fund	Cash / Money Market	—	$3.2M	$3.2M	2.8%
Pimco Income Fund Mutual funds	Mutual Funds	—	$644K	$854K	0.8%
SPDR S&P 500 Mutual funds	Common Collective Trusts	—	$234K	$315K	0.3%
Invesco QQQ Mutual funds	Mutual Funds	—	$225K	$305K	0.3%
Truist Cash	Cash / Money Market	—	$267K	$267K	0.2%
Microsoft Corp Public company stock	Common Stocks	—	$140K	$217K	0.2%
Microsoft Corp Public company stock	Common Stocks	—	$140K	$214K	0.2%
Apple, Inc. Public company stock	Common Stocks	—	$92K	$175K	0.2%
Apple, Inc. Public company stock	Common Stocks	—	$92K	$174K	0.2%
Alphabet, Inc. Public company stock	Common Stocks	—	$90K	$163K	0.1%
JPMorgan Chase & Co Public company stock	Common Stocks	—	$103K	$162K	0.1%
Alphabet, Inc. Public company stock	Common Stocks	—	$90K	$161K	0.1%
JPMorgan Chase & Co Public company stock	Common Stocks	—	$103K	$160K	0.1%
Advanced Micro Devices, Inc. Public company stock	Common Stocks	—	$91K	$155K	0.1%
Blackrock, Inc. Public company stock	Common Stocks	—	$115K	$154K	0.1%
Blackrock, Inc. Public company stock	Common Stocks	—	$115K	$154K	0.1%
Morgan Stanley Public company stock	Common Stocks	—	$103K	$153K	0.1%
Advanced Micro Devices, Inc. Public company stock	Common Stocks	—	$91K	$153K	0.1%
Morgan Stanley Public company stock	Common Stocks	—	$103K	$152K	0.1%
Goldman Sachs Group, Inc. Public company stock	Common Stocks	—	$90K	$134K	0.1%
Goldman Sachs Group, Inc. Public company stock	Common Stocks	—	$90K	$134K	0.1%
Amazon.com, Inc. Public company stock	Common Stocks	—	$91K	$117K	0.1%
Amazon.com, Inc. Public company stock	Common Stocks	—	$91K	$116K	0.1%
Blackstone Group, Inc. Public company stock	Common Stocks	—	$62K	$109K	<0.1%
Unitedhealth Group, Inc. Public company stock	Common Stocks	—	$66K	$108K	<0.1%
Blackstone Group, Inc. Public company stock	Common Stocks	—	$63K	$108K	<0.1%
Exxon Mobile Public company stock	Common Stocks	—	$100K	$107K	<0.1%
Exxon Mobile Public company stock	Common Stocks	—	$100K	$106K	<0.1%
Mastercard Inc. Public company stock	Common Stocks	—	$66K	$103K	<0.1%
Nvidia Corp Public company stock	Common Stocks	—	$25K	$102K	<0.1%
Bank of America Corp Public company stock	Common Stocks	—	$91K	$102K	<0.1%
Nvidia Corp Public company stock	Common Stocks	—	$25K	$101K	<0.1%
Bank of America Corp Public company stock	Common Stocks	—	$91K	$101K	<0.1%
Marathon Patroleum Public company stock	Common Stocks	—	$100K	$99K	<0.1%
Marathon Patroleum Public company stock	Common Stocks	—	$100K	$99K	<0.1%
Visa Inc. Public company stock	Common Stocks	—	$65K	$97K	<0.1%
Visa Inc. Public company stock	Common Stocks	—	$65K	$96K	<0.1%
Nextera Energy, Inc. Public company stock	Common Stocks	—	$65K	$95K	<0.1%
Nextera Energy, Inc. Public company stock	Common Stocks	—	$65K	$95K	<0.1%
Southern Company Public company stock	Common Stocks	—	$66K	$95K	<0.1%
Southern Company Public company stock	Common Stocks	—	$66K	$94K	<0.1%
Home Depot, Inc. Public company stock	Common Stocks	—	$66K	$92K	<0.1%
Home Depot, Inc. Public company stock	Common Stocks	—	$66K	$92K	<0.1%
Chevron Corp Public company stock	Common Stocks	—	$100K	$91K	<0.1%
Adobe, Inc. Public company stock	Common Stocks	—	$90K	$88K	<0.1%
Adobe, Inc. Public company stock	Common Stocks	—	$90K	$87K	<0.1%
Duke Energy Corp Public company stock	Common Stocks	—	$66K	$86K	<0.1%