Plan Snapshot
- Plan Sponsor: Jeld-Wen Holding, INC.
- Sponsor EIN: 931273278
- Sponsor Address: 2645 SILVER CRESCENT DRIVE, CHARLOTTE, NC, 28273
- Plan Type: 401(k)
- Total Participants: 8,820
- Total Assets: $517.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,820 | $517.6M | $22.0M | $40.6M |
| 2023 | 9,625 | $461.5M | $21.2M | $39.4M |
| 2022 | 10,576 | $390.7M | $23.9M | $41.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $525,820 | — | $525,820 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISOR | $143,750 | — | $143,750 |
| JONES & ROTH, PC | ACCOUNTANT | $20,200 | — | $20,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISOR
- JONES & ROTH, PC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,770
- Estimated Expense Ratio: 0.133% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $897,632 | $143,750 | $4,400 | $20,200 | — |
| 2023 | $590,237 | $57,500 | — | $17,800 | — |
| 2022 | $798,415 | $86,250 | $693,325 | — | $17,840 |