Windstream Services 401(k) match, vesting and fees
What Windstream Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Hogan Taylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 37 defined-contribution plans in information with 10,000 to 49,999 participants.
| Windstream Services: employer contribution per participant | $2,314 | |
| Peer median | $3,276 |
| Windstream Services: average balance | $126,184 | |
| Peer median | $162,288 |
| Windstream Services: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.2B at the end of plan year 2023 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,119 | $1.3B | $23.6M | $2,314 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 13,123 | $1.2B | $26.5M | $2,373 | 0.06% | Not published | Form 5500 ↗ |
Other Windstream Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Windstream Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch Retirement Group | Schedule C ↗ |
| Independent auditor | Hogantaylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Windstream Services match 401(k) contributions?
The match terms for the Windstream 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $23.6M in employer contributions, about $2,314 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Windstream Services 401(k) match vested?
The vesting schedule for the Windstream 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Windstream Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Windstream Benefits Committee.
I left Windstream Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Windstream Benefits Committee, (501) 748-7000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Windstream Services old 401(k) page lists the contacts from every plan filing. Find an old Windstream Services 401(k)
Data from the public Form 5500 annual reports Windstream Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Windstream Services. Not financial advice. Report a correction · Methodology