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Original filing (PDF)20251002153123NAL0000654273001
WINDSTREAM SERVICES LLC
Form 5500
FILING_RECEIVED
WINDSTREAM 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
8,623
Accounts w/ balance
10,221
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
17 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund Mutual fund" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDSTREAM SERVICES LLC.
Plan sponsor
Name
WINDSTREAM SERVICES LLC
EIN
85-2049794
Address
4005 RODNEY PARHAM ROAD · MS 1170-B1F02-93 · LITTLE ROCK, AR · 72212
Phone
(501) 748-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
WINDSTREAM BENEFITS COMMITTEE
EIN
85-2049794
City
LITTLE ROCK, AR
Phone
(501) 748-7000
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $517K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGANTAYLOR LLP | 73-1413977 | — | ACCOUNTANT | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | — | OTHER | $55K | — |
Investments
10 direct securities · 17 pooled funds· $1.3B(100% of reported assets)
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.
Uncategorized
$661.3M
10 holdings
Common Collective Trust
$627.7M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | — | — | — | $360.7M | 27.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $90.0M | 7.0% | |
| BLACKROCK EXTENDED EQUITY MARKET FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $78.9M | 6.1% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $73.3M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $68.8M | 5.3% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $65.8M | 5.1% | |
| RUSSELL 2500 ALPHA TILTS CL T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-3745677 / PN 001 | Common Collective Trust | — | — | $65.1M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $60.1M | 4.7% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $52.3M | 4.0% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $50.4M | 3.9% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $50.0M | 3.9% | |
| STATE STREET GLOBAL AC EQ EX US IND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $48.5M | 3.8% | |
| BlackRock Core Bond Portfolio Mutual fund | — | — | — | $34.2M | 2.6% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $32.5M | 2.5% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund | — | — | — | $27.3M | 2.1% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $23.7M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $20.4M | 1.6% | |
| with various maturities | — | — | — | $19.7M | 1.5% | |
| PIMCO Income Fund Mutual fund | — | — | — | $16.9M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.4M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.9M | 0.8% | |
| Merrill Lynch Self-Direct Brokerage Accounts Various | — | — | — | $10.2M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.4% | |
| PIMCO All Asset Fund Mutual fund | — | — | — | $1.1M | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $594K | <0.1% | |
| FIAM SMALL-MID CAP CORE COMMINGLED FIDELITY INVESTMENTS · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% |