# Jeld-Wen, INC. DB Plan
Source: https://planprovider.pro/companies/jeld-wen-inc-plan

> Jeld-Wen, INC.'s DB plan: 679 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, 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](https://planprovider.pro/provider/fidelity-investments) — CONTRACT ADMINISTRATOR

- [PRINCIPAL CUSTODIAL SOLUTIONS](https://planprovider.pro/provider/principal-financial-group-inc) — CONTRACT ADMINISTRATOR

- [TOWERS WATSON DELEWARE, INC.](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

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

- [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:** $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|

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