Plan Snapshot
- Plan Sponsor: Greenworks North America, LLC
- Sponsor EIN: 205452967
- Sponsor Address: 500 S. MAIN ST., SUITE 450, MOORESVILLE, NC, 28115
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $11.7M | $998,375 | $1.4M |
| 2023 | 287 | $10.0M | $1.1M | $1.6M |
| 2022 | 224 | $6.0M | $874,256 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AC CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $73,600 | — | $73,600 | — | — |
| 2023 | $48,023 | — | $48,023 | — | — |
| 2022 | $44,533 | — | $44,533 | — | — |