# Greenworks North America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunrise-global-marketing-llc-401k-plan

> Greenworks North America, LLC's 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR/OTHER|$35,879|—|$35,879|

| EMPOWER ANNUITY INSURANCE CO.OF AME|RECORDKEEPER|$29,011|—|$29,011|

| LOREN D STARK COMPANY|CONTRACT ADMIN|$5,850|$5,344|$11,194|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,084

- **Estimated Expense Ratio:** 0.653% of plan assets

### 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|—|—|

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