Emily Erkel signed Windstream Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windstream Services LLC's EIN is 85-2049794.
Download the official 2024 Form 5500 (PDF) for Windstream Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windstream Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $517K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGANTAYLOR LLP | 73-1413977 | — | ACCOUNTANT | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $19.7M | 1.5% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $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 | Self-Directed Brokerage | — | — | $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 | Mutual Funds | — | — | $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% |
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 |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | — | OTHER | $55K | — |
