Plan Ledger DOL Form 5500 · updated monthly

Greerwalker LLP401(k)

GREERWALKER LLP 401(K) PROFIT SHARING PLAN · CHARLOTTE, NC · plan year 2023

Reported admin expense ratio · 2023
0.11%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Greerwalker LLP reported $36,508 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $10,445 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 488th-largest of 2,005 plans among North Carolina employers on file, and the 3,591st of 11,654 in professional & technical services. In 2023, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,067,493
Participants with balances182
Active participants104
Employer contributions$1,086,302
Employee contributions$1,180,598
Employer contribution per active participant$10,445
Average account balance$198,173
Benefits paid to participants$952,154
Plan auditUnmodified (clean) audit opinion
AuditorGILLIAM BELL MOSER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.6M · 188 accts · $1.1M emplr
2023$36.1M · 182 accts · $1.1M emplr
2022$29.4M · 167 accts · $994K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,560
Investment management$34,948
Total administrative$36,508
The Greerwalker LLP 401(k) match · 2023
Employer contribution per active participant$10,445
Median for plans this size$2,440
2024$9,944 per active participant
2023$10,445 per active participant
2022$9,208 per active participant

Greerwalker LLP's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
KESTRA ADVISORY SERVICES · Securities brokerage$34,948

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$54,284 · 0.15%
2023$36,508 · 0.11%
2022$50,980 · 0.16%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Clinipace Inc NC$38.4M · 0.19%
Dystar LP NC$38.3M · 0.17%
Landdesign, Inc. NC$37.4M · 0.34%
Parata Systems, LLC NC$33.7M · 0.34%
Apiture, Inc NC$33.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561434747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.