Plan Snapshot
- Plan Sponsor: Windstream Services, LLC
- Sponsor EIN: 852049794
- Sponsor Address: 4005 N RODNEY PARHAM ROAD, LITTLE ROCK, AR, 72212
- Plan Type: DB
- Total Participants: 1,298
- Total Assets: $437.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,298 | $437.9M | $71.3M | $0 |
| 2023 | 1,443 | $414.7M | $0 | $0 |
| 2022 | 1,704 | $478.6M | $0 | $0 |
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 RETIREMENT GROUP | Investment Advisor | $520,551 | — | $520,551 |
| GOLDMAN SACHS | Investment Advisor | $329,335 | — | $329,335 |
| WILLIS TOWERS WATSON | Recordkeeper | $223,219 | — | $223,219 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $180,038 | — | $180,038 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $133,526 | — | $133,526 |
| ALLSPRING GLOBAL INVESTMENTS | Other Service Provider | $112,914 | — | $112,914 |
| WINDSTREAM SERVICES LLC | Other Service Provider | $76,180 | — | $76,180 |
| MORGAN LEWIS AND BOCKIUS LLP | ERISA Attorney | $71,476 | — | $71,476 |
| CALLAN LLC | Other Service Provider | $49,450 | — | $49,450 |
| THOMPSON HINE | ERISA Attorney | $46,373 | — | $46,373 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $38,651 | — | $38,651 |
| CBRE | Other Service Provider | $37,800 | — | $37,800 |
| HOGAN TAYLOR LLP | Auditor | $31,200 | — | $31,200 |
| NINETY ONE EMERGING MARKETS | Other Service Provider | $22,334 | — | $22,334 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $19,036 | — | $19,036 |
| STATE STREET GLOBAL ADVISOR TRUST | Other Service Provider | $12,930 | — | $12,930 |
| PRUDENTIAL TRUST CO | Other Service Provider | $12,762 | — | $12,762 |
| KPMG LIMITED | Other Service Provider | $7,000 | — | $7,000 |
| CORPORATION SERVICE COMPANY | Other Service Provider | $6,275 | — | $6,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH RETIREMENT GROUP — Investment Advisor
- GOLDMAN SACHS — Investment Advisor
- WILLIS TOWERS WATSON — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- MORGAN LEWIS AND BOCKIUS LLP — ERISA Attorney
- THOMPSON HINE — ERISA Attorney
- HOGAN TAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,931,050
- Estimated Expense Ratio: 0.441% 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 | $5,543,955 | $770,753 | — | $31,200 | — |
| 2023 | $7,030,583 | $1,002,097 | — | $29,400 | — |
| 2022 | $8,893,891 | $1,971,464 | $519,240 | — | $799,025 |