Employee Fiduciary
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo 401(k) Plan — custody fee | Annual percentage of plan assets · 0.08% of plan assets | $0.08 a year |
| 401(k) Plan — custody fee | Annual percentage of plan assets · 0.08% of plan assets | $0.08 a year |
| 401(k) Plan — existing (conversion) | One-time establishment fee · Existing (conversion) plan | $1,000, paid once |
| 401(k) Plan — annual base fee | Annually · Covers up to 30 eligible employees · Each additional employee adds $30 | $1,500 a year |
| Solo 401(k) Plan — new (start-up) | One-time establishment fee · Solo plan; covers business owners and spouses only | $250, paid once |
| Solo 401(k) Plan — annual base fee | Annually · Solo plan; business with other eligible employees cannot adopt | $500 a year |
| Solo 401(k) Plan — existing (conversion) | One-time establishment fee · Existing (conversion) solo plan | $500, paid once |
| 401(k) Plan — new (start-up) | One-time establishment fee · Start-up plan | $500, paid once |
As employeefiduciary.com lists them, read 14 Nov 2026. The maker's own page has the final word.
Facts from Employee Fiduciary's own pages
- Administration and compliance
- The company handles compliance, reporting, and day-to-day plan management. · employeefiduciary.com, 14 Nov 2026
- Audience
- The company serves small businesses, solopreneurs, non-profits, and advisors. · employeefiduciary.com, 14 Nov 2026
- Fee policy
- The company says its pricing has no revenue sharing, wrap fees, or junk fees. · employeefiduciary.com, 14 Nov 2026
- Founded
- Employee Fiduciary was founded in 2004. · employeefiduciary.com, 14 Nov 2026
- Headquarters
- The company lists its address as 205 N. Conception St., Mobile, Alabama 36603. · employeefiduciary.com, 14 Nov 2026
- Integration conditions
- A payroll provider must agree to participate, and some providers may require employer authorization. · employeefiduciary.com, 14 Nov 2026
- Investment access
- The site states that plans offer open-architecture investing with access to 30,000+ mutual funds, ETFs, and self-directed brokerage accounts. · employeefiduciary.com, 14 Nov 2026
- Payroll integrations
- Payroll connections automate contribution processing; the site lists providers including ADP Workforce Now, QuickBooks Online Payroll, Paychex Flex, Rippling, and Workday. · employeefiduciary.com, 14 Nov 2026
- Plan types
- Its retirement solutions include Safe Harbor 401(k), traditional 401(k), Solo 401(k), and 403(b) plans. · employeefiduciary.com, 14 Nov 2026
- Privacy and security
- The privacy notice says the company uses security measures that comply with federal law to protect personal information. · employeefiduciary.com, 14 Nov 2026
- Recordkeeping
- Its recordkeeping service includes online account access, daily balances, trade processing, and participant notices. · employeefiduciary.com, 14 Nov 2026
- Support
- Clients receive a dedicated relationship manager and real-time support from a US-based team. · employeefiduciary.com, 14 Nov 2026
- What it does
- Employee Fiduciary is a full-service 401(k) provider whose services make plan administration transparent and stress-free for business owners. · employeefiduciary.com, 14 Nov 2026
Where Employee Fiduciary stands on Freedom251
- 401(k) Software#7 of 14