Filings through .
Fund Direct Advisors
Matched across 7 name variants in the filings
Fund Direct Advisors summary
Fund Direct Advisors appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $249M in assets for 6,112 participants. The median client plan holds $10.7M. Most client plans are sponsored in NC, CT and SC. The largest clients by plan assets are First Community Bankshares, Inc., Braswell Family Farms and Piedmont Federal Savings Bank. Plans reported $331K in direct and indirect compensation paid to Fund Direct Advisors. The median is $17K per plan.
- Participants
- 6,112
- Median plan assets
- $10.7M
- Median plan participants
- 270
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| First Community Bankshares, Inc. | VA | $85.9M | 785 |
| Braswell Family Farms | NC | $22.0M | 160 |
| Piedmont Federal Savings Bank | NC | $20.2M | 164 |
| Adams Electric Company, Inc. | NC | $16.2M | 800 |
| Saint Augustines University | NC | $13.8M | 545 |
| Top Flight, Inc. | TN | $12.3M | 119 |
| Wesley Hall Furniture, Inc. | NC | $12.0M | 270 |
| Family Health Centers, Inc. | SC | $11.3M | 226 |
| Carlton Group, Inc. | NC | $10.2M | 191 |
| Tar Heel Capital Corporation No. 2 | NC | $9.5M | 1,270 |
| Lumbee Guaranty Bank | NC | $8.2M | 146 |
| Holy Angels, Inc. | NC | $7.5M | 502 |
| Associated Scaffolding Company, Inc. | NC | $7.3M | 269 |
| Sunbelt Furniture Xpress, Inc. | NC | $6.7M | 274 |
| Greensboro Country Club | NC | $6.2M | 391 |
| Trirx Shawnee LLC | CT | $0 | 0 |
- VAParticipants 785
- Braswell Family Farms$22.0MNCParticipants 160
- NCParticipants 164
- NCParticipants 800
- NCParticipants 545
- Top Flight, Inc.$12.3MTNParticipants 119
- NCParticipants 270
- SCParticipants 226
- Carlton Group, Inc.$10.2MNCParticipants 191
- NCParticipants 1,270
- Lumbee Guaranty Bank$8.2MNCParticipants 146
- Holy Angels, Inc.$7.5MNCParticipants 502
- NCParticipants 269
- NCParticipants 274
- NCParticipants 391
- CTParticipants 0
Top client states
- NC12 plans
- CT1 plan
- SC1 plan
- TN1 plan
- VA1 plan
Frequently asked questions
- Who uses Fund Direct Advisors?
- 16 retirement plans list Fund Direct Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include First Community Bankshares, Inc., Braswell Family Farms, Piedmont Federal Savings Bank, Adams Electric Company, Inc. and Saint Augustines University. Most client plans are sponsored in NC, CT and SC.
- How many plans does Fund Direct Advisors serve?
- Fund Direct Advisors serves 16 retirement plans with $249M in plan assets and 6,112 participants, based on the latest Form 5500 filings through 2024.
- What does Fund Direct Advisors charge?
- Plans reported $331K in total Schedule C compensation paid to Fund Direct Advisors. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Fund Direct Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.