Nesteggs Retirement Plan Services Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nesteggs Retirement Plan Services Inc (EIN 59-3664112) is a plan sponsor located in Jacksonville, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 59-3664112
- Location
- Jacksonville, FL
- Loaded plans
- 22
- Total reported participants
- 2,519
- Total reported plan assets (EOY)
- $135,607,531
- Plans with financial data
- 22
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Nesteggs Master Pooled 401(K) Plan | 337 | 847 | $50,568,396 | 2023 |
| Farther Pep | 338 | 39 | $24,457,328 | 2023 |
| Cogent Bank Master Pooled 401(K) Plan For Cogent Bank | 343 | 405 | $13,909,312 | 2023 |
| The Pinnacle Advisors Pooled Employer 401(K) Plan | 353 | 136 | $12,593,493 | 2023 |
| Security 101 Holdings, LLC Pooled Employer Plan | 342 | 278 | $7,801,728 | 2023 |
| Nesteggs Achievement Pooled Employer 401k Plan | 348 | 32 | $6,006,816 | 2023 |
| Otegrity Pooled 401(K) Plan | 346 | 18 | $3,005,874 | 2023 |
| Ascend Wealth Advisors Pep | 334 | 136 | $2,857,445 | 2023 |
| Nesteggs Retirement Savings Plan | 001 | 22 | $2,808,103 | 2023 |
| River Capital Advisors, Lc Pep | 339 | 236 | $2,433,962 | 2023 |
| Cogent Bank Pooled 401(K) Plan | 344 | 0 | $2,113,097 | 2023 |
| The Schulte & Co Pooled Employer 401(K) Pep | 355 | 0 | $1,959,557 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Nesteggs Retirement Savings Plan | 22 | I | 20241007162502NAL0009045619002 |
| 2023 | Davis Capital Management Pep | 95 | I | 20241009114952NAL0009163955003 |
| 2023 | Coastal Wealth Pep | 22 | I | 20241009142707NAL0010719379004 |
| 2023 | Under Par Planning Pep | 28 | I | 20241009151306NAL0010767555001 |
| 2023 | Solutions 4 Wealth Pep | 20 | I | 20241011154334NAL0037547664006 |
| 2023 | Nesteggs Pooled 401(K) Plan | 112 | I | 20241014155633NAL0045206704010 |
| 2023 | Princeton Financial Group Pooled 401k Plan | 33 | I | 20241015114312NAL0049084128002 |
| 2023 | Azzendo Pooled Employer 401(K) Plan | 0 | I | 20241015134629NAL0014748947002 |