Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Fund Direct Advisors
Fund Direct Advisors
- Service provider, as named on Schedule C
- EIN 273584365
- Plan year 2024
- Direct compensation reported $273,976
Assets of those plans
$232,781,146
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$273,976
92% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 9 |
| 38 | Participant communication | 4 |
| 26 | Investment advisory (participants) | 4 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| First Community Bankshares, Inc. Employee Stock Ownership and Savings Plan | First Community Bankshares | $80,696,753 | 687 | $61,286 |
| T. A. Loving Company 401(k) Retirement Plan | T. A. Loving | $30,109,798 | 598 | $31,435 |
| Trirx Shawnee Pharmaceutical Services 401(k) Planrecordkeeper | Trirx Shawnee | $21,078,143 | 324 | $70,661 |
| Profit Sharing Retirement Plan of Piedmont Federal Savings Bank | Piedmont Federal Savings Bank | $20,052,029 | 177 | $20,370 |
| Braswell Family Farms 401(k) Plan | Braswell Family Farms | $19,553,130 | 168 | $21,420 |
| Adams Electric Company, Inc. 401(k) Retirement Plan | Adams Electric | $13,610,289 | 581 | $7,179 |
| Wesley Hall Furniture, Inc. 401(k) Retirement Plan | Wesley Hall Furniture | $10,827,482 | 247 | $15,126 |
| Top Flight Employees' 401(k) Savings Plan | Top Flight | $10,380,864 | 110 | $14,448 |
| Carlton Group, Inc. 401(k) Savings Plan | Carlton Group | $8,905,547 | 148 | $17,437 |
| Associated Scaffolding Company, Inc. Employees' 401k Retirement Plan | Associated Scaffolding | $7,255,209 | 226 | $5,264 |
| Greensboro Country Club 401k Retirement Plan | Greensboro Country Club (Incorporated) | $5,383,666 | 170 | $9,350 |
| MAS US Holdings Inc 401(k) Plan | MAS US Holdings | $4,928,236 | 180 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.