Insights

Market Leadership Employee Fiduciary has established itself as a leading provider of affordable 401(k) services for small and medium-sized businesses, serving over 5,000 clients and 145,000 participants, indicating strong market presence and potential for growth in this segment.

Innovative Tools The launch of online calculators and tax credit tools demonstrates a focus on customer engagement and education, creating opportunities to upsell advanced financial planning and consulting services to small business clients.

Recent Leadership The appointment of Cindy Dash as president signals a strategic move that could enhance leadership credibility and open doors for partnership and sales opportunities with organizations seeking experienced stewardship in retirement plan services.

Technology Stack Utilizing modern technologies like React, Google Analytics, and Cloudflare Bot Management positions Employee Fiduciary as a technologically savvy provider, enabling sales pitches centered around seamless user experience and cutting-edge service delivery.

Growth Potential With revenue estimates between 50 to 100 million dollars and a dedicated focus on low-cost, transparent retirement solutions, there is significant opportunity to expand services, cross-sell enhanced investment options, and target new small business clients seeking affordable plan management.

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

Employee Fiduciary's Email Address Formats

Employee Fiduciary uses at least 1 format(s):
Employee Fiduciary Email FormatsExamplePercentage
FLast@employeefiduciary.comJDoe@employeefiduciary.com
67%
First.Last@employeefiduciary.comJohn.Doe@employeefiduciary.com
15%
Last@employeefiduciary.comDoe@employeefiduciary.com
11%
First@employeefiduciary.comJohn@employeefiduciary.com
7%

Frequently Asked Questions

Where is Employee Fiduciary's headquarters located?

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

What is Employee Fiduciary's phone number?

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

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

How much revenue does Employee Fiduciary generate?

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As of March 2026, Employee Fiduciary's annual revenue is estimated to be $3M.

What is Employee Fiduciary's SIC code NAICS code?

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Employee Fiduciary's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Employee Fiduciary have currently?

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As of March 2026, Employee Fiduciary has approximately 69 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?

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Employee Fiduciary operates in the Financial Services industry.

What technology does Employee Fiduciary use?

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

What is Employee Fiduciary's email format?

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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?

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Employee Fiduciary was founded in 2004.

Employee Fiduciary

Financial ServicesAlabama, United 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).

Section iconCompany Overview

Headquarters
250 State Street Mobile, Alabama 36603 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Employee Fiduciary's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Employee Fiduciary's revenue is estimated to be in the range of $50M$100M

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