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Original filing (PDF)20250903160244NAL0026242576001
ZAGG INCORPORATED
Form 5500
FILING_RECEIVED
ZAGG INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
294
Accounts w/ balance
525
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2045 TRGT Date Retire R6" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAGG INCORPORATED.
Plan sponsor
Name
ZAGG INCORPORATED
EIN
20-2559624
Address
910 W. LEGACY CENTER WAY · SUITE 500 · MIDVALE, UT · 84047
Phone
(801) 263-0699
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WSRP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER & INVEST MG | $11K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | — | NEW YORK, NY | CONTRACT ADMIN | $51K | — |
| COOK MARTIN & POULSON, PC | — | SALT LAKE CITY, UT | CONTRACT ADMIN | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISAN,SMITH, RACKER& PRESCOTT, LLP | — | SALT LAKE, UT | AUDITOR | $8K | — |
Investments
33 direct securities · 1 pooled fund· $55.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$28.4M
32 holdings
Pooled Separate Account
$27.4M
1 holding
Pooled Separate Accounts
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $27.4M | 97.3% | |
| American Funds 2045 TRGT Date Retire R6 | — | — | — | $7.9M | 28.1% | |
| American Funds 2055 TRGT Date Retire R6 | — | — | — | $5.6M | 19.7% | |
| American Funds 2035 TRGT Date Retire R6 | — | — | — | $4.0M | 14.3% | |
| Vanguard 500 Index Admiral | — | — | — | $2.6M | 9.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $895K | 3.2% | |
| MassMutual Blue Chip Growth I | — | — | — | $799K | 2.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $656K | 2.3% | |
| American Funds 2025 TRGT Date Retire R6 | — | — | — | $638K | 2.3% | |
| Vanguard Total Bond Market Index Admin | — | — | — | $583K | 2.1% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $578K | 2.1% | |
| Franklin Growth R6 | — | — | — | $479K | 1.7% | |
| Self-directed brokerage account Merrill Lynch Self-directed Brokerage Account | — | — | — | $429K | 1.5% | |
| American Funds Invmt Co of Amer R6 | — | — | — | $429K | 1.5% | |
| American Funds 2050 TRGT Date Retire R6 | — | — | — | $358K | 1.3% | |
| Lord Abbett Fundamental Equity R6 | — | — | — | $352K | 1.2% | |
| American Funds New World R6 | — | — | — | $345K | 1.2% | |
| Participant notes receivable Interest Rates 4.25% - 9.5% -0- | — | — | — | $227K | 0.8% | |
| PARTICIPANTS LOANS | — | — | — | $227K | 0.8% | |
| MassMutual Mid Cap Growth I | — | — | — | $149K | 0.5% | |
| American Funds 2040 TRGT Date Retire R6 | — | — | — | $148K | 0.5% | |
| Invesco Real Estate R6 | — | — | — | $133K | 0.5% | |
| PIMCO Income Instl | — | — | — | $120K | 0.4% | |
| Investment contract * Empower Retirement Guaranteed Investment Account | — | — | — | $105K | 0.4% | |
| American Funds 2020 TRGT Date Retire R6 | Pooled Separate Accounts | — | — | $96K | 0.3% | |
| American Funds 2030 TRGT Date Retire R6 | — | — | — | $94K | 0.3% | |
| Blackrock Total Return K | — | — | — | $79K | 0.3% | |
| Invesco Diversified Dividend R6 | — | — | — | $79K | 0.3% | |
| EMPOWER ANNUITY GENERAL ACCOUNT | — | — | — | $78K | 0.3% | |
| Hartford International Opportunities R6 | — | — | — | $68K | 0.2% | |
| American Funds 2060 TRGT Date Retire R6 | — | — | — | $67K | 0.2% | |
| JPMorgan Small Cap Value R6 | — | — | — | $64K | 0.2% | |
| Lord Abbett Value Opportunities R6 | — | — | — | $60K | 0.2% | |
| Invesco International Diversified Dividend R6 | — | — | — | $29K | 0.1% |
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