77
47
Growth Score 77 in past quarter
-11 pts
Heat Score 47 in past quarter
-25 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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522502
Employee Fiduciary is a financial services company providing recordkeeping and TPA services.
- Mark Nicholas: Vice President of ERISA & Regulatory StrategyPast Role: PAi Retirement Services, President & Chief Compliance Officer
- Greg Carpenter: Founder & CEO
About the Company
Employee Fiduciary provides low-cost 401k plans to small and mid-sized companies nationwide. Founded in 2004, Employee Fiduciary is employee owned, operated and fully independent. They know what small businesses need in a 401k plan because they are a small business theirselves. The value of frugality underpins everything they do at Employee
Fiduciary. They believe that every dollar spent deserves a measurable return on investment. We never cut corners in thei pursuit of delivering excellent, low cost plans to their clients. Instead, they maintain a disciplined focus on their guiding principles – level margins on all work performed, best practice operations, and timely and accurate customer service.