Jeld-Wen 401(K) Retirement Savings Plan — Form 5500 plan (Jeld-Wen Holding, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jeld-Wen 401(K) Retirement Savings Plan is a benefit plan reported by Jeld-Wen Holding, Inc. under EIN 93-1273278 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,392 participants and $461,536,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeld-Wen Holding, Inc.
- EIN
- 93-1273278
- Plan number
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 15,392
- End-of-year plan assets
- $461,536,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,392 | H, C | 20241014125546NAL0026198593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,536,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,536,941
- Net assets (BOY)
- $390,725,918
Income & contributions
- Employer contributions
- $21,200,117
- Participant contributions
- $39,357,476
- Total contributions
- $64,413,124
- Total income / additions
- $133,825,959
Expenses & distributions
- Benefits paid
- $62,497,701
- Administrative expenses
- $590,237
- Total expenses
- $63,141,147
- Net increase / (decrease)
- $70,684,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $571,366 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT MANAGEMENT | $57,500 | not reported in the loaded dataset | 2023 |
| Jones And Roth | ACCOUNTANT | $17,800 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,011 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jeld-Wen Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Jones And Roth — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation