Original filing (PDF)20251010143216NAL0004333331001

GREERWALKER LLP

Name: GREERWALKER LLP — GREERWALKER LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GREERWALKER LLP

Form 5500

FILING_RECEIVED

GREERWALKER LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

112

Accounts w/ balance

188

Plan assets (EOY)

$34.6M

Net assets (EOY)

$34.6M

How this plan invests

This plan

2 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (16 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREERWALKER LLP.

Plan sponsor

Name

GREERWALKER LLP

EIN

56-1434747

Address

227 WEST TRADE STREET · SUITE 1100 · CHARLOTTE, NC · 28202

Phone

(704) 377-0239

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GILLIAM BELL MOSER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	RECORDKEEPER	$6K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES	—	AUSTIN, TX	BROKER	$39K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE SKY 401(K) SPECIALISTS	—	MATTHEWS, NC	TPA	$9K	—

Investments

29 direct securities · 2 pooled funds· $34.3M(99% 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

$30.7M

29 holdings

Common Collective Trust

$3.6M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual Fund	—	—	—	$6.5M	18.7%
Fidelity Small Cap Fund Mutual Fund	—	—	—	$2.9M	8.2%
Vanguard Wellington Fund Mutual Fund	—	—	—	$2.8M	8.0%
Principal MidCap Fund Mutual Fund	—	—	—	$2.5M	7.4%
Vanguard Dividend Growth Fund Mutual Fund	—	—	—	$2.5M	7.3%
LARGE CAP GROWTH FUND IV GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001	Common Collective Trust	—	—	$2.4M	6.9%
American Funds Target Date 2035 Fund Mutual Fund	—	—	—	$1.4M	4.1%
Vanguard Short Term Fund Mutual Fund	—	—	—	$1.4M	3.9%
American Funds New World Fund Mutual Fund	—	—	—	$1.2M	3.6%
Fidelity Mid Cap Fund Mutual Fund	—	—	—	$1.2M	3.5%
GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001	Common Collective Trust	—	—	$1.2M	3.4%
Fidelity U.S. Bond Fund Mutual Fund	—	—	—	$1.2M	3.4%
American Funds Bond Fund of America Mutual Fund	—	—	—	$1.1M	3.3%
Fidelity Global Fund Mutual Fund	—	—	—	$927K	2.7%
American Funds SmallCap World Fund Mutual Fund	—	—	—	$914K	2.6%
BlackRock High Yield Fund Mutual Fund	—	—	—	$833K	2.4%
Vanguard Cash Reserves Fed MM Fund Mutual Fund	—	—	—	$622K	1.8%
American Funds American Fund Mutual Fund	—	—	—	$574K	1.7%
Invesco Global Real Estate Income Fund Mutual Fund	—	—	—	$422K	1.2%
American Funds Target Date 2025 Fund Mutual Fund	—	—	—	$379K	1.1%
American Funds Target Date 2050 Fund Mutual Fund	—	—	—	$362K	1.0%
American Funds Target Date 2010 Fund Mutual Fund	—	—	—	$266K	0.8%
American Funds Target Date 2045 Fund Mutual Fund	—	—	—	$172K	0.5%
Gabelli ABC Fund Mutual Fund	—	—	—	$168K	0.5%
American Funds Target Date 2060 Fund Mutual Fund	—	—	—	$96K	0.3%
American Funds Target Date 2055 Fund Mutual Fund	—	—	—	$80K	0.2%
Vanguard GNMA Fund Mutual Fund	—	—	—	$57K	0.2%
American Funds Target Date 2065 Fund Mutual Fund	—	—	—	$55K	0.2%
Participant loans 9.50%	—	—	—	$21K	<0.1%
American Funds Target Date 2040 Fund Mutual Fund	—	—	—	$9K	<0.1%
American Funds Target Date 2020 Fund Mutual Fund	—	—	—	$5K	<0.1%