Plan Ledger DOL Form 5500 · updated monthly

Jacuzzi Brands LLC401(k)

JACUZZI 401(K) PLAN · CHINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Jacuzzi Brands LLC reported $88,887 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,121 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,404th-largest of 9,483 plans among California employers on file, and the 2,588th of 13,661 in manufacturing. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has shrunk from 1,103 to 969 since 2022.

Plan summary
Net assets, end of year$65,529,937
Participants with balances1,313
Active participants969
Employer contributions$2,054,957
Employee contributions$6,459,026
Employer contribution per active participant$2,121
Average account balance$49,909
Benefits paid to participants$9,075,058
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$65.5M · 1,313 accts · $2.1M emplr
2023$58.6M · 133 accts · $1.0M emplr
2022$52.7M · 1,338 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,887
Total administrative$88,887
The Jacuzzi Brands LLC 401(k) match · 2024
Employer contribution per active participant$2,121
Median for plans this size$3,635
2024$2,121 per active participant
2023$1,077 per active participant
2022$2,109 per active participant

Jacuzzi Brands LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$88,887 · 0.14%
2023$111,402 · 0.20%
2022$134,337 · 0.25%
Same employer
Similar plansManufacturing · California
Ba Holdings, Inc. CA$67.6M · 0.25%
Datadirect Networks, Inc. CA$66.0M · 0.17%
Taylor-Listug, Inc. CA$65.8M · 0.20%
Shaklee Corporation CA$65.1M · 0.09%
Spears Manufacturing Co. CA$65.0M · 0.05%
Hydraflow CA$64.9M · 0.00%
Elma Electronic Inc. CA$64.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208158665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.