Plan Ledger DOL Form 5500 · updated monthly

Suzanna's Kitchen, Inc.ESOP

SUZANNA'S KITCHEN , INC., EMPLOYEE STOCK OWNERSHIP PLAN · PEACHTREE CORNERS, GA · plan year 2023

Reported admin expense ratio · 2023
0.56%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Suzanna's Kitchen, Inc. reported $423,078 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,660 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.28% to 0.56%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 317th-largest of 2,160 plans among Georgia employers on file, and the 2,126th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$86,216,662
Participants with balances517
Active participants288
Employer contributions$1,918,164
Employee contributions—
Employer contribution per active participant$6,660
Average account balance$166,763
Benefits paid to participants$1,657,915
Plan auditUnmodified (clean) audit opinion
AuditorAGL CPA GROUP, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$86.2M · 517 accts · $1.9M emplr
2022$64.9M · 524 accts · $1.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$44,729
Investment management$47,423
Audit (IQPA)$26,450
Trustee / custodial$505
Total administrative$423,078
Employer contributions to the Suzanna's Kitchen, Inc. plan · 2023
Employer contribution per active participant$6,660
Median for plans this size$3,659
2023$6,660 per active participant
2022$6,169 per active participant

Suzanna's Kitchen, Inc.'s 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSITION FINANCE STRATEGIES, LLC · Plan administrator$44,729
ADAMS CAPITAL, LLC · Valuation$35,000
AGL CPA GROUP · Plan administrator$26,450
TROUTMAN PEPPER, LLP · Legal$14,496

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$423,078 · 0.56%
2022$194,124 · 0.28%
All plans at this employer2
SUZANNA'S KITCHEN, INC. 401(K) AND PROFIT SHARING PLANProfit-sharing plan
SUZANNA'S KITCHEN , INC., EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Kik International LLC GA$97.3M · 0.23%
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Arclin USA LLC GA$92.6M · 0.03%
Ami US Holdings Inc. GA$87.5M · 0.01%
Kamin LLC GA$85.8M · 0.11%
Kapsch Trafficcom USA, Inc. GA$84.8M · 0.33%
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Source: U.S. Department of Labor, Form 5500 series, EIN 580835483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.