Jeld Wen, Inc. Restated Pension Plan
Sponsored by Jeld Wen, Inc. · EIN 930496342 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 679
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Contract administrator, Direct payment from the plan | $538,139 |
| Sun Life Capital Management Llc | Investment management, Direct payment from the plan | $303,333 |
| Columbia Management | Investment management, Direct payment from the plan | $251,505 |
| Principal Custodial Solutions | Contract administrator, Direct payment from the plan | $184,300 |
| Towers Watson Deleware, Inc. | Actuarial, Direct payment from the plan | $143,722 |
| Gallagher Fiduciary Advisors, Llc | Investment management, Direct payment from the plan | $105,000 |
| Jones & Roth, Pc | Accounting, Direct payment from the plan | $22,450 |