PlanOptica

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Greerwalker LLP

Matched across 19 name variants in the filings

Greerwalker LLP summary

Greerwalker LLP appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.6B in assets for 58,509 participants. The median client plan holds $105M. Most client plans are sponsored in SC, NC and DE. The largest clients by plan assets are Sunbelt Rentals, Inc., Continental Automotive, Inc. and McLeod Health. Plans reported $402K in direct and indirect compensation paid to Greerwalker LLP. The median is $17K per plan.

Participants
58,509
Median plan assets
$105M
Median plan participants
865
Median fees per plan
$17K
Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • SC10 plans
  • NC5 plans
  • DE1 plan
  • MI1 plan
  • WI1 plan

Frequently asked questions

Who uses Greerwalker LLP?
18 retirement plans list Greerwalker LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Sunbelt Rentals, Inc., Continental Automotive, Inc., McLeod Health, Continental Tire the Americas, LLC and Solenis, LLC. Most client plans are sponsored in SC, NC and DE.
How many plans does Greerwalker LLP serve?
Greerwalker LLP serves 18 retirement plans with $6.6B in plan assets and 58,509 participants, based on the latest Form 5500 filings through 2024.
What does Greerwalker LLP charge?
Plans reported $402K in total Schedule C compensation paid to Greerwalker LLP. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18-9 YoYRank #684 of mapped providers
Assets under administration$6.6B0.0%Rank #1730 by share of filed assets
Fees received$401,980Median $16,773/planSum across Schedule C direct + indirect
Net wins YoY-46 won - 10 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
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