Plan Ledger DOL Form 5500 · updated monthly

Jeld-Wen Holding, Inc.401(k)

JELD-WEN 401(K) RETIREMENT SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Jeld-Wen Holding, Inc. reported $897,632 in plan administrative expenses for 2024: 0.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,493 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.18%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 61st-largest of 2,005 plans among North Carolina employers on file, and the 556th of 13,661 in manufacturing. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has shrunk from 10,576 to 8,820 since 2022.

Plan summary
Net assets, end of year$517,563,088
Participants with balances13,106
Active participants8,820
Employer contributions$21,990,613
Employee contributions$40,551,938
Employer contribution per active participant$2,493
Average account balance$39,491
Benefits paid to participants$72,060,455
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$517.6M · 13,106 accts · $22.0M emplr
2023$461.5M · 13,716 accts · $21.2M emplr
2022$390.7M · 14,998 accts · $23.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$728,429
Investment management$143,750
Audit (IQPA)$20,200
Total administrative$897,632
The Jeld-Wen Holding, Inc. 401(k) match · 2024
Employer contribution per active participant$2,493
Median for plans this size$4,294
2024$2,493 per active participant
2023$2,203 per active participant
2022$2,258 per active participant

Jeld-Wen Holding, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$525,820
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan) · Investment management$143,750
JONES & ROTH, PC · Accounting / audit · Investment management$20,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$897,632 · 0.18%
2023$590,237 · 0.14%
2022$798,415 · 0.19%
All plans at this employer3
JELD-WEN, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLANStock bonus plan
JELD-WEN 401(K) RETIREMENT SAVINGS PLAN401(k)
JELD-WEN, INC. KSOPStock bonus plan
Same employer
Similar plansManufacturing · North Carolina
Biomerieux, Inc. NC$1.1B · 0.08%
Albemarle Corporation NC$956.9M · 0.05%
Sandvik, Inc. NC$693.0M · 0.03%
Wolfspeed, Inc. NC$504.9M · 0.14%
Andritz Inc. NC$478.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931273278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.