GreerWalker, LLP

Employee Benefit Plan Auditor

Charlotte, NC

About GreerWalker, LLP

<p>In Charlotte’s banking and business hub, GreerWalker, LLP works with organizations that need clear financial reporting and dependable audit work. Founded in 1984, the firm is a CPA and advisory practice headquartered in Charlotte in the broader Carolinas region.</p> <p>GreerWalker provides Assurance and Accounting, Tax, and Advisory services for a mix of clients, including owner-managed businesses, partnerships, charities, and multinational companies. Its work covers both day-to-day accounting needs and more formal reporting requirements under GAAP and IFRS.</p> <p>A former partner, CPA Mike A. McNamara, was known for his Assurance Services background and experience with GAAP &amp; IFRS, compliance consulting, employee benefit plans, and mergers &amp; acquisitions. The firm continues to support clients who previously worked with him, along with other organizations that need help with audits and related accounting questions.</p> <p>What sets GreerWalker apart is its combination of assurance depth and hands-on support across compliance, benefit plan work, and transaction-related services.</p> <ul> <li>Assurance and accounting services, including audit support</li> <li>Employee benefit plan work with <a href="/auditors/401k">401(k) auditors</a> experience</li> <li>GAAP and IFRS reporting assistance</li> <li>Compliance consulting</li> <li>Mergers &amp; acquisitions support</li> </ul>

Website: https://greerwalker.com/

Founded: 1984

Office Locations

  • Charlotte, NC (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 154
  • Total AUM Audited: $24.6B
  • 401(k): 154 plans, $24.6B AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN NUCOR CORPORATION, NC $9.3B 29,566
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, NC $1.4B 5,395
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-RUBBER CONTINENTAL TIRE THE AMERICAS, LLC, SC $1.3B 10,839
SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN SUNBELT RENTALS, INC., SC $1.2B 18,710
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL - AUTOMOTIVE SYSTEMS CONTINENTAL AUTOMOTIVE, INC., SC $1.1B 2,425
401(k) Retirement Plan Healthcare Sponsor, SC $809M 11,131
401(k) Retirement Plan Manufacturing Sponsor, MI $586M 2,139
Defined Benefit Plan Professional Services Sponsor, SC $558M 731
401(k) Retirement Plan Technology Sponsor, NC $403M 697

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