Insights

Expanding Client Base Employee Fiduciary serves over 5,000 small businesses and 145,000 participants, indicating a strong presence in the small to medium-sized business segment. This extensive client base presents opportunities to offer scalable, innovative recordkeeping and fiduciary services tailored to growing companies.

Focus on Cost Savings The company's emphasis on low-cost investment options and fee comparison services suggests a target market of cost-conscious businesses eager to optimize their retirement plan expenses. Sales efforts can highlight solutions that further reduce costs and increase employee retirement savings.

Technological Innovation Employee Fiduciary’s use of diverse tech tools and recent launches of online calculators and tax credit tools demonstrate their commitment to digital engagement. There's potential to cross-sell advanced fintech integrations and personalized digital tools to enhance user experience.

Leadership & Growth Recent appointment of Cindy Dash as president signals strategic leadership evolution aimed at expansion and innovation. Leveraging this leadership transition could facilitate presenting new service offerings aligned with the company's growth ambitions.

Market Position & Revenue With a revenue range of 50 to 100 million dollars and a competitive footprint among similar firms, Employee Fiduciary is positioned for further market share growth. Targeted outreach should focus on highlighting value-driven solutions and scalable services for mid-sized enterprises seeking cost-effective 401(k) management.

Similar companies to Employee Fiduciary

Employee Fiduciary Tech Stack

Employee Fiduciary uses 8 technology products and services including AdRoll, Open Graph, Zoho, and more. Explore Employee Fiduciary's tech stack below.

AdRoll
Advertising
Open Graph
Content Management System
Zoho
Customer Relationship Management
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
React
Javascript Frameworks
Cloudflare Bot Management
Security
Google Analytics
Web Analytics

Media & News

Employee Fiduciary's Email Address Formats

Employee Fiduciary uses at least 1 format(s):

Employee Fiduciary Email Formats	Example	Percentage
FLast@employeefiduciary.com	JDoe@employeefiduciary.com	67%
First.Last@employeefiduciary.com	John.Doe@employeefiduciary.com	15%
Last@employeefiduciary.com	Doe@employeefiduciary.com	11%
First@employeefiduciary.com	John@employeefiduciary.com	7%

Frequently Asked Questions

Where is Employee Fiduciary's headquarters located?

Employee Fiduciary's main headquarters is located at 250 State Street, Mobile, Alabama 36603, US. The company has employees across 1 continents, including North America.

What is Employee Fiduciary's phone number?

You can contact Employee Fiduciary's main corporate office by phone at

+1-251-436-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Employee Fiduciary's official website and social media links?

Employee Fiduciary's official website is employeefiduciary.com and has social profiles on LinkedIn.

How much revenue does Employee Fiduciary generate?

As of October 2025, Employee Fiduciary's annual revenue is estimated to be $3M.

What is Employee Fiduciary's NAICS code?

Employee Fiduciary's NAICS code is 52 - Finance and Insurance.

How many employees does Employee Fiduciary have currently?

As of October 2025, Employee Fiduciary has approximately 70 employees across 1 continents, including North America. Key team members include President And Ceo: E. D.President: C. D.Founder & Ceo: G. C.. Explore Employee Fiduciary's employee directory with LeadIQ.

What industry does Employee Fiduciary belong to?

Employee Fiduciary operates in the Financial Services industry.

What technology does Employee Fiduciary use?

Employee Fiduciary's tech stack includes AdRollOpen GraphZohoFont AwesomeGoogle Fonts APIReactCloudflare Bot ManagementGoogle Analytics.

What is Employee Fiduciary's email format?

Employee Fiduciary's email format typically follows the pattern of FLast@employeefiduciary.com. Find more Employee Fiduciary email formats with LeadIQ.

When was Employee Fiduciary founded?

Employee Fiduciary was founded in 2004.

Employee Fiduciary

Q: How many employees does Employee Fiduciary have currently?

Employee Fiduciary has approximately 70 employees.

Q: What technology does Employee Fiduciary use?

Employee Fiduciary's tech stack includes cdnjs, Twitter, Cloudflare CDN, Envoy, Facebook.

Financial ServicesUnited States51-200 Employees

The Ideal 401(k) for Small and Medium-Sized Businesses.

We help more than 5,000 small businesses and over 145,000 participants affordably save for retirement. 

Established in 2004, Employee Fiduciary is a full-service recordkeeper and third-party administrator (TPA). Our recordkeeping services include participant and plan sponsor websites, online statements, daily recordkeeping of participant accounts, processing of participant loans, distributions, and custody of plan assets. Our TPA services include plan documents, Form 5500, and nondiscrimination test preparation. 

Employee Fiduciary makes it simple to choose low-cost investments in your 401(k) plan. This includes low-cost options such as: Vanguard funds, index funds, and exchange-traded funds (ETFs).