Search public Form 5500 filings

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Companies

companyNesteggs Retirement Plan Services, Inc.
EIN: 59-3664112Location: FLPlans: 22Latest: 2023

Plans

planNesteggs Master Pooled 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 337Participants: 847Assets: $50,568,396Location: Jacksonville, FLLatest: 2023
planFarther PepFinancial statement2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 338Participants: 39Assets: $24,457,328Location: Jacksonville, FLLatest: 2023
planCogent Bank Master Pooled 401(K) Plan For Cogent BankFinancial statementProvider compensation2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 343Participants: 405Assets: $13,909,312Location: Jacksonville, FLLatest: 2023
planThe Pinnacle Advisors Pooled Employer 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 353Participants: 136Assets: $12,593,493Location: Jacksonville, FLLatest: 2023
planSecurity 101 Holdings, LLC Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 342Participants: 278Assets: $7,801,728Location: Jacksonville, FLLatest: 2023
planNesteggs Achievement Pooled Employer 401k PlanFinancial statement2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 348Participants: 32Assets: $6,006,816Location: Jacksonville, FLLatest: 2023
planOtegrity Pooled 401(K) PlanFinancial statement2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 346Participants: 18Assets: $3,005,874Location: Jacksonville, FLLatest: 2023
planAscend Wealth Advisors PepFinancial statement2023 filing
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 334Participants: 136Assets: $2,857,445Location: Jacksonville, FLLatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — Under Par Planning Pep
Sponsor: Nesteggs Retirement Plan Services IncEIN: 59-3664112Plan: 333Ack ID: 20241009151306NAL0010767555001
filing2023 Form 5500 — Ascend Wealth Advisors Pep
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 334Ack ID: 20241015134927NAL0014754483002
filing2023 Form 5500 — Davis Capital Management Pep
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 335Ack ID: 20241009114952NAL0009163955003
filing2023 Form 5500 — Nesteggs Pooled 401(K) Plan
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 336Ack ID: 20241014155633NAL0045206704010
filing2023 Form 5500 — Nesteggs Master Pooled 401(K) Plan
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 337Ack ID: 20250425080147NAL0008491777001
filing2023 Form 5500 — Farther Pep
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 338Ack ID: 20241015160008NAL0030264225004
filing2023 Form 5500 — River Capital Advisors, Lc Pep
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 339Ack ID: 20241016153909NAL0017884403001
filing2023 Form 5500 — Nesteggs Retirement Savings Plan
Sponsor: Nesteggs Retirement Plan Services, Inc.EIN: 59-3664112Plan: 001Ack ID: 20241007162502NAL0009045619002

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