FUND DIRECT ADVISORS
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served33-2 YoYRank #486 of mapped providers
Assets under administration$19.3B0.0%Market share · rank #674
Fees received$2MMedian $22,383/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FUND DIRECT ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where FUND DIRECT ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Investment advisory (plan); Direct payment from the planCode 27 | 15 | $25,000 | |
Direct payment from the plan; Investment advisory (plan); Consulting (general)Code 16 | 5 | $110,211 | |
Investment advisory (plan); Direct payment from the plan; Investment advisory (participants)Code 26 | 5 | $14,924 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 3 | $16,633 | |
Consulting (pension)Code 17 | 2 | $74,942 | |
Consulting (pension); Other services; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $20,567 | |
Other servicesCode 49 | 1 | $50,000 | |
Investment management fees paid directly by planCode 51 | 1 | $13,770 |
Competitor overlap
Percent of FUND DIRECT ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FUND DIRECT ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
TRIRX SHAWNEE LLCCT · 854344655-002 | AMERICAN REALTY ADVISORS | $21M |
MAS US HOLDINGS INCNC · 820932073-001 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under FUND DIRECT ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
MONARCHNC · 561326126-002 | STANLEY BENEFIT SERVICES, INC. | $12M |
MCLAREN HEALTH CARE CORPORATIONMI · 382397643-005 | (new plan) | $6M |
FIRST CAROLINA MANAGEMENT. INC.MT · 561672011-001 | AMERICAN REALTY ADVISORS | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STRYKER CORPORATIONMI · 381239739-002 | $7.9B | 35,926 | $127,500 | 8y | 1 |
MACYS, INC.OH · 133324058-013 | $4.6B | 163,125 | $12,000 | 6y | - |
CINTAS CORPORATIONOH · 311188630-006 | $4.1B | 66,797 | $432,722 | 10y | - |
MCCORMICK & COMPANY, INC.MD · 520408290-004 | $968M | 6,038 | $45,637 | 8y | 1 |
NEW LEXINGTON CLINIC, P.S.C.KY · 611262927-001 | $295M | 2,000 | $50,000 | 10y | - |
UC HEALTH, LLCOH · 311435820-006 | $240M | 4,739 | $217,558 | 10y | - |
MEIJER, INC.MI · 381274536-002 | $210M | 0 | $165,317 | 10y | - |
GORDON FLESCH COMPANY, INC.WI · 390993125-001 | $135M | 877 | $5,500 | 6y | 1 |
MCLAREN ST. LUKE'SMI · 344428232-001 | $116M | 1,323 | $22,383 | 3y | - |
MEIJER, INC.MI · 381274536-003 | $97M | 0 | $110,211 | 10y | - |
Flag exposure
87.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into FUND DIRECT ADVISORS.
- FS FUND ADVISOR, LLC
- FUND DIRECT ADVISOR'S, INC.
- FUND DIRECT ADVISORS
- FUND DIRECT ADVISORS INC.
- FUND DIRECT ADVISORS, INC
- FUND DIRECT ADVISORS, INC.
- FUND EVALUATION GROUP
- FUND EVALUATION GROUP , LLC
- FUND EVALUATION GROUP LLC
- FUND EVALUATION GROUP, LLC
- FUND OFFICE
- FUNDS DIRECT ADVISORS
- KA FUND ADVISORS, LLC
- PB FUND.COM
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FUND DIRECT ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 3.03% | 7.76% | -4.73 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 7 | 21.21% | 1.71% | +19.50 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 21.21% | 1.76% | +19.45 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FUND DIRECT ADVISORS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).