Greenworks North America, Llc 401(k) Profit Sharing Plan
Sponsored by Greenworks North America, Llc · EIN 205452967 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 243
- With balances
- 393
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan), Other fees | $35,879 |
| Empower Annuity Insurance Co.Of Ame | Recordkeeping fees | $29,011 |
| Loren D Stark Company | Contract administrator | $5,850 |
| Empower Advisory Group, Llc | Investment management | $4,060 |