How big is Maggie Sottero Designs, LLC's plan?

Maggie Sottero Designs, LLC's plan reported $11.4M in assets and 90 participants for 2024.

Original filing (PDF)20251013144437NAL0002220416001

Maggie Sottero Designs, LLC

Name: Maggie Sottero Designs, LLC — Maggie Sottero, Form 5500 (2024)
Creator: Maggie Sottero Designs, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Maggie Sottero Designs, LLC Retirement Plan

401(k) retirement plan · Maggie Sottero Designs, LLC's Maggie Sottero Designs, LLC Retirement Plan held $11.4M in plan assets for 90 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

People on this filing

Kelly Midgely signed Maggie Sottero Designs, LLC's 2024 Form 5500 as plan administrator.

Kelly Midgely — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Maggie Sottero Designs, LLC's EIN is 84-1372968.

EIN 84-1372968

Plan number 001

Plan year 2024

ACK ID 20251013144437NAL0002220416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maggie Sottero Designs, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maggie Sottero Designs, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAGGIE SOTTERO DESIGNS, LLC.

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How this plan invests

This plan

42 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

Delinquent participant contributions reported (Schedule H 4a) — 111K (10% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

MAGGIE SOTTERO DESIGNS, LLC

EIN

all filings

Address

2300 SOUTH 1070 WEST · SALT LAKE CITY, UT · 84119

Phone

(801) 974-1800

Industry

Wholesale Trade

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2E · Profit-sharing

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$33K	—
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

42 direct securities· $10.7M(94% of reported assets)

Mutual Funds

$6.2M

18 holdings

Other securities

$3.3M

19 holdings

Stable Value

$674K

1 holding

Common Collective Trusts

$418K

2 holdings

Bonds / Notes

$61K

1 holding

U.S. Treasuries

$5K

1 holding

					% of plan
Vanguard Target Retirement 2045 Inv Mutual Fund N/A	Mutual Funds	—	—	$2.4M	21.5%
Columbia Quality Income Instl 3 Mutual Fund N/A	Other securities	—	—	$1.7M	15.2%
Vanguard Lifestrategy Moderate Growth Mutual Fund N/A	Mutual Funds	—	—	$1.4M	12.1%
Tcw Total Return Bond I Mutual Fund N/A	Other securities	—	—	$960K	8.5%
Vanguard Lifestrategy Growth Inv Mutual Fund N/A	Mutual Funds	—	—	$927K	8.2%
Key Guaranteed Portfolio Fund Guaranteed Investment Contract N/A	Stable Value	—	—	$674K	5.9%
Vanguard Target Retirement 2055 Inv Mutual Fund N/A	Mutual Funds	—	—	$472K	4.2%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$304K	2.7%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$282K	2.5%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$114K	1.0%
Vanguard Small Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$112K	1.0%
Vanguard Target Retirement 2025 Inv Mutual Fund N/A 487 Vanguard Target Retirement 2035 Inv Mutual Fund N/A	Mutual Funds	—	—	$108K	1.0%
Jpmorgan U.S. Garp Equity Fund R5 Mutual Fund N/A	Other securities	—	—	$100K	0.9%
Vanguard Target Retirement Income Inv Mutual Fund N/A	Mutual Funds	—	—	$99K	0.9%
Vanguard Lifestrategy Cnsrv Gr Inv Mutual Fund N/A	Mutual Funds	—	—	$98K	0.9%
Jpmorgan US Research Enhanced Equity R6 Mutual Fund N/A	Other securities	—	—	$92K	0.8%
T. Rowe Price Health Sciences Mutual Fund N/A	Other securities	—	—	$86K	0.8%
Vanguard Energy Adm Mutual Fund N/A	Mutual Funds	—	—	$83K	0.7%
Delaware Value Inst Mutual Fund N/A	Other securities	—	—	$65K	0.6%
Parnassus Value Equity Investor Mutual Fund N/A	Other securities	—	—	$61K	0.5%
Maturing 2025-2029 at * Notes receivable from participants interest rates of 7.25% - 9.50% -	Bonds / Notes	—	—	$61K	0.5%
Virtus Kar Small-cap Core R6 Mutual Fund N/A	Other securities	—	—	$57K	0.5%
Mfs New Discovery Value R6 Mutual Fund N/A	Mutual Funds	—	—	$54K	0.5%
Parnassus Core Equity - Inst Mutual Fund N/A	Other securities	—	—	$52K	0.5%
Pimco Stocksplus Intl (usd-hedged) Inst Mutual Fund N/A	Mutual Funds	—	—	$34K	0.3%
Principal Real Estate Securities Inst Mutual Fund N/A	Other securities	—	—	$23K	0.2%
Pimco Income Instl Mutual Fund N/A	Mutual Funds	—	—	$21K	0.2%
Jpmorgan Value Advantage L Mutual Fund N/A	Other securities	—	—	$21K	0.2%
Mfs International Intrinsic Value R6 Mutual Fund N/A	Mutual Funds	—	—	$21K	0.2%
Baron Real Estate Institutional Mutual Fund N/A	Other securities	—	—	$19K	0.2%
Fidelity Advisor International Growth I Mutual Fund N/A	Mutual Funds	—	—	$18K	0.2%
American Beacon Bridgeway Lg Cp Val R5 Mutual Fund N/A	Other securities	—	—	$18K	0.2%
Thornburg Global Opportunities R5 Mutual Fund N/A	Other securities	—	—	$16K	0.1%
Vanguard Strategic Small-cap Equity Inv Mutual Fund N/A	Mutual Funds	—	—	$13K	0.1%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund N/A 41 Vaneck Emerging Markets I Mutual Fund N/A	Other securities	—	—	$13K	0.1%
Fidelity Mid Cap Value Mutual Fund N/A	Mutual Funds	—	—	$12K	0.1%
Macquarie Value Institutional Mutual Fund N/A	Other securities	—	—	$12K	0.1%
Tweedy, Browne International Value Mutual Fund N/A	Other securities	—	—	$11K	<0.1%
Baron Partners Instl Mutual Fund N/A	Other securities	—	—	$9K	<0.1%
Pimco Int Bond (usd-hedged) Inst Mutual Fund N/A	U.S. Treasuries	—	—	$5K	<0.1%
Janus Henderson Enterprise N Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
Blackrock Health Sciences Opps Instl Mutual Fund N/A	Other securities	—	—	$2K	<0.1%