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 (2024)

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 PLANNUCOR CORPORATION, NC$9.3B29,566
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLANBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, NC$1.4B5,395
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL-RUBBERCONTINENTAL TIRE THE AMERICAS, LLC, SC$1.3B10,839
SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLANSUNBELT RENTALS, INC., SC$1.2B18,710
RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF CONTINENTAL - AUTOMOTIVE SYSTEMSCONTINENTAL AUTOMOTIVE, INC., SC$1.1B2,425
MCLEOD HEALTH 401(K) PLANMCLEOD HEALTH, SC$809M11,131
VITESCO TECHNOLOGIES USA, LLC 401(K) PLANVITESCO TECHNOLOGIES USA, LLC, MI$586M2,139
CONTINENTAL CONSOLIDATED DEFINED BENEFIT PENSION PLAN - TIRECONTINENTAL TIRE THE AMERICAS, LLC, SC$558M731
MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLANMOORE & VAN ALLEN PLLC, NC$403M697
PENSION PLAN FOR HOURLY-PAID EMPLOYEES OF CONTINENTAL AUTOMOTIVE INC. & CERTAIN AFFILIATED COMPANIESCONTINENTAL AUTOMOTIVE, INC., SC$398M696
ENPRO INDUSTRIES, INC. RETIREMENT SAVINGS PLANENPRO INC., NC$373M1,958
PIKE 401(K) PLANPIKE ENTERPRISES LLC, NC$359M10,755
PENSION PLAN FOR SALARIED EMPLOYEES OF CONTINENTAL AUTOMOTIVE, INC. & CERTAIN AFFILIATED COMPANIESCONTINENTAL AUTOMOTIVE, INC., SC$336M479
AMERICAN TIRE DISTRIBUTORS, INC. RETIREMENT PLANAMERICAN TIRE DISTRIBUTORS, INC., NC$274M4,134
RETIREMENT PROGRAM FOR EMPLOYEES OF ENPRO INDUSTRIES, INC. AND AFFILIATED COMPANIESENPRO, INC., NC$250M216
CONTINENTAL CONSOLIDATED DEFINED BENEFIT PENSION PLAN - AUTOCONTINENTAL AUTOMOTIVE, INC., SC$238M343
THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLANPARKER POE ADAMS & BERNSTEIN LLP, NC$207M491
COGENTRIX RETIREMENT SAVINGS PLANCOGENTRIX ENERGY POWER MANAGEMENT, LLC, NC$143M338
MONDI RETIREMENT SAVINGS PLAN USAMONDI U.S. HOLDINGS LLC, IL$134M1,167
DIVERSEY, INC. 401(K) & PROFIT SHARING PLANDIVERSEY, INC., SC$129M1,507

Showing top 20 of 142 plans serviced in 2024.

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