Plan Snapshot
- Plan Sponsor: Jeld-Wen, INC.
- Sponsor EIN: 930496342
- Sponsor Address: 2645 SILVER CRESCENT DRIVE, CHARLOTTE, NC, 28273
- Plan Type: DB
- Total Participants: 679
- Total Assets: $262.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 679 | $262.4M | $0 | $0 |
| 2023 | 798 | $279.6M | $0 | $0 |
| 2022 | 980 | $314.8M | $0 | $0 |
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 | CONTRACT ADMINISTRATOR | $538,139 | — | $538,139 |
| SUN LIFE CAPITAL MANAGEMENT LLC | INVESTMENT MANAGEMENT | $303,333 | — | $303,333 |
| COLUMBIA MANAGEMENT | INVESTMENT MANAGEMENT | $251,505 | — | $251,505 |
| PRINCIPAL CUSTODIAL SOLUTIONS | CONTRACT ADMINISTRATOR | $184,300 | — | $184,300 |
| TOWERS WATSON DELEWARE, INC. | ACTUARY | $143,722 | — | $143,722 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT MANAGEMENT | $105,000 | — | $105,000 |
| JONES & ROTH, PC | ACCOUNTANT | $22,450 | — | $22,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — CONTRACT ADMINISTRATOR
- PRINCIPAL CUSTODIAL SOLUTIONS — CONTRACT ADMINISTRATOR
- TOWERS WATSON DELEWARE, INC. — ACTUARY
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT MANAGEMENT
- JONES & ROTH, PC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,548,449
- Estimated Expense Ratio: 0.590% 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 | $2,779,376 | $710,238 | $613,741 | $22,450 | — |
| 2023 | $4,458,738 | $321,728 | $479,670 | $21,800 | — |
| 2022 | $3,955,068 | $639,155 | $465,904 | — | $87,513 |