Fund Direct Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fund Direct Advisors is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $263,304 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $263,304
- Reported indirect compensation
- $0
- Total reported compensation
- $263,304
- Filings
- 17
- Plan sponsors
- 17
- Plans
- 17
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| T. A. Loving Company | NC | 1 | $31,102 |
| Monarch | NC | 1 | $26,485 |
| Piedmont Federal Savings Bank | NC | 1 | $26,065 |
| Saint Augustines University | NC | 1 | $25,000 |
| Braswell Milling Company, Inc. | NC | 1 | $22,833 |
| College Foundation, Inc. | NC | 1 | $21,390 |
| Carlton Group, Inc. | NC | 1 | $21,163 |
| Family Health Centers, Inc. | SC | 1 | $19,459 |
| Top Flight, Inc. | TN | 1 | $12,829 |
| Adams Electric Company, Inc. | NC | 1 | $12,149 |
State footprint
Plans reporting Fund Direct Advisors are sponsored in NC (14), MT (1), SC (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| T. A. Loving Company | T. A. Loving Company 401(K) Retirement Plan | 2023 | $31,102 | $0 |
| Monarch | Monarch 403(B) Plan | 2023 | $26,485 | not reported in the loaded dataset |
| Piedmont Federal Savings Bank | Profit Sharing Retirement Plan Of Piedmont Federal Savings Bank | 2023 | $26,065 | not reported in the loaded dataset |
| Saint Augustines University | Saint Augustines University Employees Pension Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Braswell Milling Company, Inc. | Braswell Family Farms 401(K) Plan | 2023 | $22,833 | not reported in the loaded dataset |
| College Foundation, Inc. | College Foundation, Inc. Post Retirement Benefit Plan | 2023 | $21,390 | not reported in the loaded dataset |
| Carlton Group, Inc. | Carlton Group, Inc. 401(K) Savings Plan | 2023 | $21,163 | not reported in the loaded dataset |
| Family Health Centers, Inc. | Family Health Centers, Inc. 403b Plan | 2023 | $19,459 | not reported in the loaded dataset |
| Top Flight, Inc. | Top Flight Employees' 401(K) Savings Plan | 2023 | $12,829 | not reported in the loaded dataset |
| Adams Electric Company, Inc. | Adams Electric Company, Inc. 401(K) Retirement Plan | 2023 | $12,149 | not reported in the loaded dataset |
| Hilco Transport, Inc. | Hilco 401(K) Profit Sharing Plan | 2023 | $10,427 | not reported in the loaded dataset |
| Greensboro Country Club | Greensboro Country Club 401k Retirement Plan | 2023 | $9,821 | not reported in the loaded dataset |
| Wesley Hall Furniture, Inc. | Wesley Hall Furniture, Inc. 401(K) Retirement Plan | 2023 | $8,871 | not reported in the loaded dataset |
| Associated Scaffolding Company, Inc. | Associated Scaffolding Company, Inc. Employees' 401k Retirement Plan | 2023 | $6,947 | not reported in the loaded dataset |
| Grandfather Golf And Country Club, Inc. | Grandfather Golf And Country Club Inc. Retirement Plan | 2023 | $6,137 | not reported in the loaded dataset |
| Holy Angels, Inc. | Holy Angels, Inc. 403(B) Retirement Savings Plan | 2023 | $2,626 | not reported in the loaded dataset |
| First Carolina Management. Inc. | First Carolina Management, Inc. 401(K) Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- T. A. Loving Company 401(K) Retirement Plan (plan 001)
- T. A. Loving Company — all reported plans
- Monarch 403(B) Plan (plan 002)
- Monarch — all reported plans
- Profit Sharing Retirement Plan Of Piedmont Federal Savings Bank (plan 001)
- Piedmont Federal Savings Bank — all reported plans
- Saint Augustines University Employees Pension Plan (plan 003)
- Saint Augustines University — all reported plans
- Braswell Family Farms 401(K) Plan (plan 003)
- Braswell Milling Company, Inc. — all reported plans
- College Foundation, Inc. Post Retirement Benefit Plan (plan 503)
- College Foundation, Inc. — all reported plans
- Carlton Group, Inc. 401(K) Savings Plan (plan 002)
- Carlton Group, Inc. — all reported plans
- Family Health Centers, Inc. 403b Plan (plan 002)
- Family Health Centers, Inc. — all reported plans
- Top Flight Employees' 401(K) Savings Plan (plan 003)
- Top Flight, Inc. — all reported plans
- Adams Electric Company, Inc. 401(K) Retirement Plan (plan 001)
- Adams Electric Company, Inc. — all reported plans
- Hilco 401(K) Profit Sharing Plan (plan 001)
- Hilco Transport, Inc. — all reported plans
- Greensboro Country Club 401k Retirement Plan (plan 001)
- Greensboro Country Club — all reported plans
- Wesley Hall Furniture, Inc. 401(K) Retirement Plan (plan 001)
- Wesley Hall Furniture, Inc. — all reported plans
- Associated Scaffolding Company, Inc. Employees' 401k Retirement Plan (plan 001)
- Associated Scaffolding Company, Inc. — all reported plans
- Grandfather Golf And Country Club Inc. Retirement Plan (plan 002)
- Grandfather Golf And Country Club, Inc. — all reported plans
- Holy Angels, Inc. 403(B) Retirement Savings Plan (plan 001)
- Holy Angels, Inc. — all reported plans
- First Carolina Management, Inc. 401(K) Plan (plan 001)
- First Carolina Management. Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources