Insights

SME Retirement Solutions Employee Fiduciary specializes in providing affordable retirement solutions for small and medium-sized businesses, catering to over 5,000 small businesses and 145,000 participants. This focus on SMEs presents a valuable sales opportunity to tap into a niche market seeking cost-effective retirement plans.

Low-Cost Investment Options Employee Fiduciary offers a range of low-cost investment options for 401(k) plans, including Vanguard funds, index funds, and ETFs. This competitive advantage in providing cost-effective investment choices can be leveraged as a selling point to attract businesses looking for economical retirement solutions.

Innovative Tools Launch Recent launches of innovative tools like the Small Business 401 Tax Credit Calculator and online savings calculator showcase Employee Fiduciary's commitment to providing user-friendly financial planning solutions. These tools can serve as compelling selling points to engage potential clients and demonstrate the company's dedication to client success.

Revenue Range Alignment With a revenue falling within the $10M - $50M range, Employee Fiduciary is positioned among similar companies with comparable revenue figures. This alignment presents an opportunity for strategic partnerships and collaborations within the financial services sector to leverage shared target markets and enhance growth opportunities.

Tech-Savvy Business Approach Employee Fiduciary leverages a robust tech stack including AdRoll, HubSpot CMS Hub, and Cloudflare, indicating a tech-savvy approach to financial services. This emphasis on technology integration can be used as a selling point to attract tech-forward businesses seeking modern and efficient retirement plan administration solutions.

Employee Fiduciary Tech Stack

Employee Fiduciary uses 8 technology products and services including AdRoll, Cloudflare, HubSpot CMS Hub, and more. Explore Employee Fiduciary's tech stack below.

  • AdRoll
    Advertising
  • Cloudflare
    Content Management System
  • HubSpot CMS Hub
    Content Management System
  • Google Font API
    Font Scripts
  • Font Awesome
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • X-XSS-Protection
    Security
  • Linkedin
    Widgets

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 US. 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 +1-251-436-0800. 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 July 2024, Employee Fiduciary's annual revenue reached $15M.

What is Employee Fiduciary's NAICS code?

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

How many employees does Employee Fiduciary have currently?

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As of July 2024, Employee Fiduciary has approximately 69 employees across 1 continents, including North America. Key team members include Founder & Ceo: G. C.President And Ceo: E. D.Owner: 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 AdRollCloudflareHubSpot CMS HubGoogle Font APIFont AwesomeRequireJSX-XSS-ProtectionLinkedin.

What is Employee Fiduciary's email format?

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Employee Fiduciary's email format typically follows the pattern of . 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

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 US
Phone number
+1-251-436-0800
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Employee Fiduciary's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Employee Fiduciary's revenue is in the range of $10M$50M

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