401(k) Monitor

Employee Fiduciary 401(k) plans and fees

Source: Schedule C of Form 5500 filings, form year 2024, DOL EFAST2 bulk data · DOL EFAST2

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

Employee Fiduciary recordkeeps 23 of the 50,598 large 401(k) plans with an identified recordkeeper in form-year-2024 Form 5500 filings, a 0.1% plan share covering 8,138 participants.

$78.04

Median plan-paid administrative cost per participant across the 23 published plans recordkept by Employee Fiduciary with computable fee data, form-year-2024 filings.

$44.13 below the $122.17 median across all 54,783 published plans with fee data.

How many 401(k) plans does Employee Fiduciary recordkeep?

Universe figures from Schedule C across all form-year-2024 filings; published figures from the 23 plans on 401(k) Monitor naming Employee Fiduciary. Assets and participants as filed.
Plans recordkept, full universeOf 50,598 form-year-2024 filings with an identified recordkeeper.23
Plan share0.1%
Participants in those plans8,138
Participant share0.0%
Plans published on 401(k) MonitorOf 57,824 plans published so far from the 57,824 in the form-year-2024 data.23
Participants in published plans8,138
Assets in published plans$288.3M

The published subset skews toward the largest plans, so its totals and medians do not describe the whole Employee Fiduciary book. The universe counts do.

What do 401(k) plans recordkept by Employee Fiduciary pay in fees?

The median plan-paid administrative cost across the 23 published plans recordkept by Employee Fiduciary is $78.04 per participant, against $122.17 across all 54,783 published plans with fee data. 16 of the 23 (70%) pay less than that all-plans median.

These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here, so every figure is a floor, not the all-in cost. The recordkeeper is one of several providers a plan pays. How to read your own plan’s number: are your 401(k) fees high?

Which are the biggest 401(k) plans Employee Fiduciary administers?

The 10 plans naming Employee Fiduciary as recordkeeper with the most active participants. Published subset only, not the whole Employee Fiduciarybook.
#PlanActive participantsAssetsPlan-paid cost / participant
1Commoneo 401(k) Plan820$1.7M$31.79
2Rli Services LLC 401(k) Plan689$40.3M$142.46
3Midwest Alarm Company Inc. 401(k) Plan450$8.1M$78.48
4Pediatric & Family Medical Center Dba Eisner Health 401(k) Profit Sharing Plan429$28.3M$20.43
5Andrew & Williamson Sales Company, Inc. Retirement Savings Plan426$27.5M$25.52
6Digital Monitoring Products, Inc. Employees 401(k) Plan364$18.5M$76.12
7Colours, Inc. 401(k) Plan252$6.1M$160.43
8Genetec USA, Inc. 401(k) Plan218$26.6M$12.23
9Siyeh Development Corporation 401(k) Plan218$3.2M$23.60
10Clever Care 401(k) Plan204$7.0M$4.46

Each linked page shows the plan’s full fee breakdown and its percentile among plans of the same size.

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Recordkeeper identificationService code 15 or 64; the mapping from raw filing names to brands is ours.Schedule C, Part I, Item 2
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · How the recordkeeper is identified

Cite this page

401(k) Monitor, "Employee Fiduciary 401(k) plans and fees", computed from DOL EFAST2 Form 5500 bulk data, form year 2024.