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Original filing (PDF)20251008115757NAL0005508865001
JACUZZI BRANDS LLC
Form 5500
FILING_RECEIVED
JACUZZI 401(K) PLAN
401(k) retirement plan
Active participants
969
Accounts w/ balance
1,313
Plan assets (EOY)
$65.5M
Net assets (EOY)
$65.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACUZZI BRANDS LLC.
Plan sponsor
Name
JACUZZI BRANDS LLC
EIN
20-8158665
Address
14525 MONTE VISTA AVE. · CHINO, CA · 91710
Phone
(909) 247-2933
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $89K | — |
Investments
19 direct securities · 3 pooled funds· $71.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$57.7M
18 holdings
Pooled Separate Account
$10.5M
3 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit Responsive Investment Contract * Empower Guaranteed Income Fund | — | — | — | $12.0M | 18.4% | |
| Putnam Equity Income Fund Y | — | — | — | $6.9M | 10.5% | |
| Fidelity 500 Index Fund | — | — | — | $6.6M | 10.1% | |
| Empower J.P. Morgan Large Cap Growth | — | — | — | $6.1M | 9.3% | |
| LCG/JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.1M | 9.3% | |
| Empower Capital Group Euro Pacific Growth | — | — | — | $5.6M | 8.5% | |
| MFS Diversification Fund R6 | — | — | — | $4.7M | 7.2% | |
| Pioneer Bond Fund Y | Mutual Funds | — | — | $3.4M | 5.2% | |
| PIMCO Income Institutional Fund | — | — | — | $2.7M | 4.1% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $2.7M | 4.1% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $2.1M | 3.1% | |
| T. Rowe Price Integrated US Small Cap Growth | — | — | — | $2.0M | 3.0% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 071 | Pooled Separate Account | — | — | $1.8M | 2.7% | |
| MassMutual Select Mid Cap Growth I | — | — | — | $1.6M | 2.4% | |
| Blackrock Russell 2000 Small Cap Index K | — | — | — | $1.5M | 2.3% | |
| Hartford Core Equity R6 | — | — | — | $1.5M | 2.3% | |
| Participant Loans Interest rates from 4.25% - 9.50% - | — | — | — | $1.4M | 2.1% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $1.3M | 2.0% | |
| American Funds Balanced Fund R6 | — | — | — | $922K | 1.4% | |
| Vanguard Growth Index Admiral | — | — | — | $872K | 1.3% | |
| Cohen & Steers Instl realty shares | — | — | — | $24K | <0.1% | |
| Fidelity Select health care svcs port | — | — | — | $6K | <0.1% |
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