Jeld Wen, Inc. Employee Stock Ownership And Retirement Plan
Sponsored by Jeld Wen Holding, Inc. · EIN 931273278 · Plan #002
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 1,165
- With balances
- 1,992
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
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 | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $36,493 |
| Gallagher Fiduciary Advisors, Llc | Investment management | $18,750 |
| Jones & Roth, Pc | Accounting, Investment management | $14,100 |