Plan Snapshot
- Plan Sponsor: Windstream Services LLC
- Sponsor EIN: 852049794
- Sponsor Address: 4005 RODNEY PARHAM ROAD, LITTLE ROCK, AR, 72212
- Plan Type: 401(k)
- Total Participants: 8,623
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,623 | $1.3B | $23.6M | $49.5M |
| 2023 | 9,409 | $1.2B | $26.5M | $54.7M |
| 2022 | 10,991 | $1.1B | $27.4M | $56.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $516,950 | — | $516,950 |
| THOMPSON HINE LLP | ERISA Attorney | $55,147 | — | $55,147 |
| HOGANTAYLOR LLP | Auditor | $31,200 | — | $31,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON HINE LLP — ERISA Attorney
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $603,297
- Estimated Expense Ratio: 0.047% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $603,297 | — | — | $31,200 | — |
| 2023 | $643,777 | $35,000 | — | $28,300 | — |
| 2022 | $626,153 | — | $555,427 | — | $27,000 |