About Employee Fiduciary
<p>401(k) administration and recordkeeping for small businesses, with a focus on keeping plan costs straightforward. Employee Fiduciary handles day-to-day plan operations along with plan setup and ongoing compliance support.</p> <p>Headquartered in Mobile, Alabama on the Gulf Coast, the firm works with employers across the broader Southeast and beyond. Employee Fiduciary has 75 employees and reports 4,775 clients and $6.8B in assets under management (2025).</p> <p>Services cover plan design choices at startup, ongoing compliance work, and core recordkeeping tasks tied to contributions, distributions, and participant account tracking. A practical differentiator is its emphasis on low-cost 401(k) plans tailored to small-business needs.</p> <ul> <li>Plan design and setup for small-business 401(k) plans</li> <li>Ongoing compliance support for employer-sponsored retirement plans</li> <li>Recordkeeping and participant account administration</li> <li>Third-party administrator services from a dedicated administrator team</li> </ul>
Website: https://employeefiduciary.com
Employees: 75
Office Locations
- Mobile, AL (Headquarters)
Services Offered
- Plan Design Consulting
- Compliance Services
- Recordkeeping
Client Statistics (2025)
- Total Clients: 4,865
- Total AUM: $6.8B
- Total Participants: 106,840
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN, PA | $7.3B | 28,341 |
| N. ATLANTIC STATES CARP. PENSION FUND | BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND, MA | $4.9B | 16,341 |
| PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN | BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN, CA | $4.4B | 8,873 |
| AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE, NY | $3.1B | 19,513 |
| MASSACHUSETTS LABORERS' PENSION FUND | BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUND, MA | $2.5B | 10,031 |
| DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLAN | BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-, CA | $2.5B | 7,905 |
| DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN | BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -, CA | $2.3B | 22,976 |
| MASSACHUSETTS LABORERS' ANNUITY FUND | BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUND, MA | $2.3B | 13,601 |
| NFL PLAYER ANNUITY PROGRAM | ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM, MD | $2.0B | 2,790 |
| LABORERS NATIONAL PENSION FUND | BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUND, TX | $1.5B | 10,811 |
| CENTRAL LABORERS' PENSION FUND | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND, IL | $1.4B | 5,167 |
| NORTH ATLANTIC STATES CARPENTERS ANNUITY PLAN | NORTH ATLANTIC STATES CARPENTERS ANNUITY PLAN, CT | $1.3B | 10,262 |
| NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND, CT | $1.0B | 9,160 |
| STEAMFITTERS LOCAL UNION NO. 420 SRP | BD OF TEES OF STEAMFITTERS LU NO 420 SRP, PA | $727M | 6,827 |
| ONE GAS, INC. RETIREMENT PLAN | ONE GAS, INC., OK | $726M | 599 |
| NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLAN | BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLA, CA | $707M | 8,251 |
| STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN, PA | $643M | 2,425 |
| CONNECTICUT LABORERS' PENSION PLAN | CONNECTICUT LABORERS' PENSION FUND BOARD OF TRUSTEES, CT | $600M | 2,425 |
| MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' PENSION PLAN | BOARD OF TRUSTEES - MARC PENSION PLAN, MD | $572M | 2,637 |
| UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND | UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSION, CT | $470M | 4,271 |
Showing top 20 of 105 plans serviced in 2025.
Products & Pricing
- Standard: $1,500 base fee, $30/employee, 8 bps AUM fee, $1,000 setup fee