# Employee Fiduciary
Source: https://planprovider.pro/provider/employee-fiduciary

> 401(k) administration and recordkeeping for small businesses, with a focus on keeping plan costs straightforward. Employee Fiduciary handles day-to-day plan…

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](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

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