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Original filing (PDF)20251015165816NAL0005475409001
JACUZZI BRANDS CORP.
Form 5500
FILING_RECEIVED
JACUZZI BRANDS CORP. PENSION PLAN
Defined-benefit pension plan
Signals · 1
~102 bps in Sched C fees
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
75
Participation health
100
Knocking points off
- 102 bps in Schedule C fees — 251% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACUZZI BRANDS CORP..
Plan sponsor
Name
JACUZZI BRANDS CORP.
EIN
20-8158665
Address
13925 CITY CENTER DRIVE-SUITE 200 · CHINO HILLS, CA · 91709
Phone
(909) 247-2183
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $116K | — |
Investments
11 direct securities · 5 pooled funds· $12.2M(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
$7.1M
11 holdings
Pooled Separate Account
$5.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $2.6M | $2.4M | 21.0% | |
| Pioneer Bond Fund Class Y DZ | — | — | $2.8M | $2.4M | 21.0% | |
| PRUDENTIAL SHORT TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | $956K | $962K | 8.4% | |
| Empower T. Rowe Price Growth Strategy | — | — | $310K | $825K | 7.2% | |
| LARGE CAP GROWTH III FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $825K | 7.2% | |
| Vanguard 500 Index Admiral Shares DZ | — | — | $335K | $805K | 7.1% | |
| Putnam Equity Income Fund Class Y DZ | — | — | $690K | $768K | 6.7% | |
| AMERICAN FUNDS EUROPAC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | $554K | $592K | 5.2% | |
| MFS Diversification Fund Class R4 DZ | — | — | $500K | $588K | 5.2% | |
| SMALL CAP VALUE/INTEGRITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | $323K | $354K | 3.1% | |
| Janus Triton Fund Class N DZ | — | — | $377K | $335K | 2.9% | |
| Mass Mutual Select Mid Cap Growth Equity Fund DZ | — | — | $344K | $301K | 2.6% | |
| JPMorgan Mid Cap Value Fund Select Class DZ | — | — | $274K | $277K | 2.4% | |
| PIMCO Long-Term Credit Fund Institutional | — | — | $301K | $276K | 2.4% | |
| Fidelity Long-Term Bond Index Fund DZ | — | — | $309K | $273K | 2.4% | |
| PIMCO All Asset Fund Institutional Class DZ | — | — | $249K | $232K | 2.0% |
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