Windstream Pension Plan
Sponsored by Windstream Services, Llc · EIN 852049794 · Plan #001 · Little Rock, AR
- Total assets
- $438M
- Net assets
- $433M
- Active participants
- 1,298
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 94% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Retirement Group | Recordkeeping | $520,551 |
| Goldman Sachs | Investment management, Investment management fees (direct), Non-monetary compensation | $329,335 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $223,219 |
| Gallagher Fiduciary Advisors | Investment management | $180,038 |
| Jpmorgan Chase Bank, N.A. | Trustee (institutional), Investment management, Float revenue | $133,526 |
| Allspring Global Investments | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $112,914 |
| Windstream Services Llc | Employee (plan sponsor) | $76,180 |
| Morgan Lewis And Bockius Llp | Legal | $71,476 |
| Callan Llc | Named fiduciary | $49,450 |
| Thompson Hine | Legal | $46,373 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $38,651 |
| Cbre | Valuation | $37,800 |
| Hogan Taylor Llp | Accounting | $31,200 |
| Ninety One Emerging Markets | Investment management | $22,334 |
| Acadian Asset Management | Investment management | $19,036 |
| State Street Global Advisor Trust | Investment management fees (direct), Custodial (other), Custodial (securities) | $12,930 |
| Prudential Trust Co | Investment management, Float revenue | $12,762 |
| Kpmg Limited | Accounting | $7,000 |
| Corporation Service Company | Accounting | $6,275 |