Jeld Wen 401(k) Retirement Savings Plan
Sponsored by Jeld Wen Holding, Inc. · EIN 931273278 · Plan #003
- Total assets
- $518M
- Net assets
- $518M
- Active participants
- 8,820
- With balances
- 13,106
Plan year beginning 01/01/2024 · 401(k)
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $525,820 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Investment management | $143,750 |
| Jones & Roth, Pc | Accounting, Investment management | $20,200 |