Jason Weeks signed JELD-WEN Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JELD-WEN Holding, Inc.'s EIN is 93-1273278.
Download the official 2024 Form 5500 (PDF) for JELD-WEN Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JELD-WEN Holding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JELD-WEN Holding, Inc. common stock Common stock (507,361 shares) | Common Stocks | — | $6.7M | $4.2M | 51.6% | |
| Cash and cash equivalents Vanguard Federal Money Market Fund Cash and Cash Equivalents | Mutual Funds | — | — | $3.6M | 44.6% | |
| State Street Bank & Trust Global Equity IX Common/collective trust | Common Collective Trusts | — | — | $175K | 2.2% | |
| SS GLB EQ INDEX NL C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 206 | Common Collective Trust | — | — | $175K | 2.2% | |
| Registered investment companies American Income Fund of America Registered investment companies | Other securities | — | — | $124K | 1.5% | |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES & ROTH, PC | 93-0819646 | — | ACCOUNTANT | $14K | — |
