Employee Fiduciary

Overview

Employee Fiduciary, LLC, based in Mobile, Alabama, operates within the finance industry, specializing in corporate services and financial services, particularly in the realm of 401(k) plan administration. Founded in 2004, the company employs between 51 and 200 individuals and generates annual revenue of approximately $17.55 million. Employee Fiduciary provides guidance and resources to employers regarding their fiduciary responsibilities associated with 401(k) plans. Their published content includes a 2025 Annual Administration Checklist, which outlines essential tasks for maintaining compliance and ensuring effective plan management. This checklist emphasizes the importance of timely completion of various administrative tasks, such as nondiscrimination testing, Form 5500 reporting, participant disclosures, and plan document maintenance. The document serves as a practical guide for employers to monitor their 401(k) providers' performance and ensure that all necessary actions are undertaken to qualify for the tax benefits associated with 401(k) plans. Employee Fiduciary aims to simplify the complexities of 401(k) administration for employers through structured checklists and clear guidance.

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