Employee Fiduciary

Third-Party Administrator

Mobile, AL

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).

PlanSponsorAssetsParticipants
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
401(k) Retirement Plan Healthcare Sponsor, CA $2.5B 7,905
401(k) Retirement Plan Manufacturing Sponsor, CA $2.3B 22,976
401(k) Retirement Plan Professional Services Sponsor, MA $2.3B 13,601
401(k) Retirement Plan Technology Sponsor, MD $2.0B 2,790

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Products & Pricing

  • Standard: $1,500 base fee, $30/employee, 8 bps AUM fee, $1,000 setup fee