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
Products & Pricing
- Standard: $1,500 base fee, $30/employee, 8 bps AUM fee, $1,000 setup fee