Isabel Mostafanejad signed Jacuzzi Brands LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacuzzi Brands LLC's EIN is 20-8158665.
Download the official 2024 Form 5500 (PDF) for Jacuzzi Brands LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacuzzi Brands LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $89K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully Benefit Responsive Investment Contract * Empower Guaranteed Income Fund | Other securities | — | — | $12.0M | 18.4% | |
| Putnam Equity Income Fund Y | Mutual Funds | — | — | $6.9M | 10.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.6M | 10.1% | |
| Empower J.P. Morgan Large Cap Growth | Other securities | — | — | $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 | Common Stocks | — | — | $5.6M | 8.5% | |
| MFS Diversification Fund R6 | Mutual Funds | — | — | $4.7M | 7.2% | |
| Pioneer Bond Fund Y | Mutual Funds | — | — | $3.4M | 5.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.1M | 3.1% | |
| T. Rowe Price Integrated US Small Cap Growth | Other securities | — | — | $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 | Other securities | — | — | $1.6M | 2.4% | |
| Blackrock Russell 2000 Small Cap Index K | Common Collective Trusts | — | — | $1.5M | 2.3% | |
| Hartford Core Equity R6 | Other securities | — | — | $1.5M | 2.3% | |
| Participant Loans Interest rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $1.4M | 2.1% | |
| American Century Mid Cap Value Fund R6 | Other securities | — | — | $1.3M | 2.0% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $922K | 1.4% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $872K | 1.3% | |
| Cohen & Steers Instl realty shares | Other securities | — | — | $24K | <0.1% | |
| Fidelity Select health care svcs port | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
