2023 Form 5500 filing — Jeld-Wen 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014125546NAL0026198593001) for Jeld-Wen 401(K) Retirement Savings Plan, reported by Jeld-Wen Holding, Inc. under EIN 93-1273278 and plan number 003. It reports 15,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125546NAL0026198593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeld-Wen Holding, Inc.
- EIN
- 93-1273278
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 15,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,536,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,536,941
- Employer contributions
- $21,200,117
- Participant contributions
- $39,357,476
- Total income / additions
- $133,825,959
- Benefits paid
- $62,497,701
- Administrative expenses
- $590,237
- Total expenses
- $63,141,147
- Net increase / (decrease)
- $70,684,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $571,366 | $0 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT MANAGEMENT | $57,500 | not reported in the loaded dataset |
| Jones And Roth | ACCOUNTANT | $17,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,011 | $0 |