Sponsor portfolio

FUND DIRECT ADVISORS, INC.

EIN 27-3584365investment managementLatest filing 2025

Plans

Retirement

$2.1M assets

Welfare

Participants

7800 MCCLOUD ROAD, SUITE 201 - GREENSBORO, NC 27409336-544-6544funddirectadvisors.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.1M - 5 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Retirement#001

FUND DIRECT ADVISORS, INC. 401(K) PLAN

401k

Assets$2.1M

Participants5

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	FUND DIRECT ADVISORS, INC. 401(K) PLAN	401k	$2.1M	5	2025

Retirement plans