GREERWALKER LLP
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-5 YoYRank #677 of mapped providers
Assets under administration$6.0B0.0%Market share · rank #1650
Fees received$415,652Median $16,148/planSum across Schedule C direct + indirect
Net wins YoY-46 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GREERWALKER LLP plan look like?
Service mix · median fees per plan
Count of plans where GREERWALKER LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 22 | $16,148 |
Competitor overlap
Percent of GREERWALKER LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GREERWALKER LLP.
| Sponsor | From | Assets |
|---|---|---|
SUNBELT RENTALS, INC.SC · 580415192-001 | SMITH, GAMBRELL & RUSSELL, LLP | $1.2B |
AA OBGYN, PLLCTX · 741700873-001 | AUSTIN MONEY MANAGEMENT | $34M |
OKUMA AMERICA CORPORATIONNC · 112670887-001 | USI CONSULTING GROUP | $25M |
CONTITECH USA, INC.OH · 208832176-204 | FIDELITY INVESTMENTS INSTITUTIONAL | $22M |
BESTDRIVE, LLCSC · 465177960-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $16M |
FIND GREAT PEOPLE, LLCSC · 202795512-001 | STANCORP FINANCIAL GROUP | $9M |
Plans lost in 2024
Appeared last year under GREERWALKER LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
NUCOR CORPORATIONNC · 131860817-334 | FIDELITY INVESTMENTS INSTITUTIONAL | $8.5B |
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINANC · 560894904-003 | FINANCIAL ENGINES | $1.3B |
MOORE & VAN ALLEN PLLCNC · 560559307-002 | NEWPORT GROUP, INC. | $364M |
CONCRETE SUPPLY COMPANY, LLCNC · 462026923-003 | PRINCIPAL LIFE INSURANCE COMPANY | $59M |
CONTERRA ULTRA BROADBAND, LLCNC · 582615152-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $20M |
TAYLOR CLAY PRODUCTS, INC.NC · 560520737-001 | (new plan) | $2M |
AMERICAN FIBER & FINISHING, INC.NC · 274574529-001 | (new plan) | $489,028 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONTINENTAL TIRE THE AMERICAS, LLCSC · 341417030-007 | $1.3B | 12,855 | $32,400 | 8y | 1 |
SUNBELT RENTALS, INC.SC · 580415192-001 | $1.2B | 21,188 | $21,900 | 5y | 1 |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-013 | $1.1B | 4,437 | $17,400 | 7y | 1 |
MCLEOD HEALTHSC · 510473500-002 | $809M | 13,002 | $46,800 | 5y | 2 |
VITESCO TECHNOLOGIES USA, LLCMI · 831870421-202 | $586M | 2,768 | $15,800 | 3y | 1 |
ENPRO INC.NC · 010573945-004 | $373M | 3,656 | $45,000 | 10y | 2 |
ENPRO, INC.NC · 010573945-001 | $250M | 1,741 | $0 | 7y | - |
CONTITECH USA, LLCSC · 208832176-003 | $105M | 999 | $16,570 | 7y | - |
COATS AMERICAN, INC.NC · 510371432-002 | $98M | 805 | $29,100 | 2y | - |
AMERICAN FOREST MANAGEMENT, INC.NC · 570682169-001 | $49M | 326 | $16,200 | 10y | - |
Flag exposure
90.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into GREERWALKER LLP.
- GREENWALKER LLP
- GREER & WALKER LLP
- GREER & WALKER, LLP
- GREER AND WALKER
- GREER WALKER
- GREER WALKER LLP
- GREER WALKER, LLP
- GREERWALKER
- GREERWALKER LLC
- GREERWALKER LLP
- GREERWALKER, LLC
- GREERWALKER, LLP
- GREERWALKER, LLP.
- GREERWALKERLLP LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GREERWALKER LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 18.18% | 7.76% | +10.42 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 4 | 18.18% | 0.14% | +18.04 pp |
| Corrective distributions | 3 | 13.64% | 1.76% | +11.88 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GREERWALKER LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).