# Jeld-Wen Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jeld-wen-holding-inc-401k-plan

> Jeld-Wen Holding, INC.'s 401(k) plan: 8,820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISOR

- [JONES & ROTH, PC](https://planprovider.pro/provider/jones-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jeld-wen-holding-inc-401k-plan)

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