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NESTEGGS RETIREMENT PLAN SERVICES, INC.

EIN 59-3664112-investment management-Latest filing 2024
Plans
24
Retirement
24
$250.8M assets
Welfare
0
Participants
7,739
10407 CENTURION PARKWAY N SUITE 126 - JACKSONVILLE, FL 32256904-348-3131nesteggs401k.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
24 filings
#337401k-$79.9M - 2,943 part#338401k-$37.4M - 608 part#343401k-$29.8M - 758 part#342401k-$19.6M - 465 part#348401k-$17.9M - 504 part#353401k-$16.8M - 206 part#334401k-$9.5M - 165 part#357401k-$7.3M - 87 part#356401k-$5.9M - 35 part#347401k-$4.0M - 385 part#339401k-$3.3M - 345 part#001401k-$3.2M - 24 part#350401k-$3.2M - 61 part#355401k-$2.9M - 112 part#344401k-$2.9M - 121 part#352401k-$2.4M - 418 part#358401k-$1.6M - 117 part#340401k-$1.5M - 27 part#335401k-$955K - 68 part#349401k-$266K - 161 part#333401k-$140K - 27 part#346401k-$109K - 63 part#359401k-$21K - 26 part#002CashBalance-$8K - 13 part

Retirement portfolio analytics

24 plans aggregated / $250.8M assets / 7,739 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • MASTER POOLED 401(K) (#337)32%
  • FARTHER PEP (#338)15%
  • FOR COGENT BANK (#343)12%
  • POOLED EMPLOYER PLAN (#342)8%
  • EMPLOYER 401K PLAN (#348)7%
  • +3 more
Total $250.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • (Not disclosed)75%
  • EPIC RETIREMENT PLAN SERVICES25%
Total $250.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MASTER POOLED 401(K) (#337)2,943
  • FOR COGENT BANK (#343)758
  • FARTHER PEP (#338)608
  • EMPLOYER 401K PLAN (#348)504
  • POOLED EMPLOYER PLAN (#342)465
  • POOLED RETIREMENT Savings (#352)418
  • +18 more
Total 7,739Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#337

NESTEGGS MASTER POOLED 401(K) PLAN

401k

Assets$79.9M
Participants2,943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#338

FARTHER PEP

401k

Assets$37.4M
Participants608
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#343

COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK

401k

Assets$29.8M
Participants758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#342

SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN

401k

Assets$19.6M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#348

NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN

401k

Assets$17.9M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#353

THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN

401k

Assets$16.8M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#334

ASCEND WEALTH ADVISORS PEP

401k

Assets$9.5M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#357

WEALTHQUEST 401(K) POOLED EMPLOYER PLAN

401k

Assets$7.3M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#356

AZZENDO POOLED EMPLOYER 401(K) PLAN

401k

Assets$5.9M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#347

J. GREGORY PEO POOLED 401(K) PLAN

401k

Assets$4.0M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#339

WAVERLY ADVISORS, LLC PEP

401k

Assets$3.3M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

NESTEGGS RETIREMENT SAVINGS PLAN

401k

Assets$3.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#350

SALVUS WEALTH POOLED 401(K) PLAN

401k

Assets$3.2M
Participants61
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#355

THE SCHULTE & CO POOLED EMPLOYER 401(K) PEP

401k

Assets$2.9M
Participants112
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#344

COGENT BANK POOLED 401K PLAN

401k

Assets$2.9M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#352

HRD POOLED RETIREMENT SAVINGS PLAN

401k

Assets$2.4M
Participants418
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#358

AURE INVESTMENTS POOLED EMPLOYER PLAN

401k

Assets$1.6M
Participants117
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#340

COASTAL WEALTH PEP

401k

Assets$1.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#335

DAVIS CAPITAL MANAGEMENT PEP

401k

Assets$955K
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#349

PRINCETON FINANCIAL GROUP POOLED 401K PLAN

401k

Assets$266K
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#333

UNDER PAR PLANNING PEP

401k

Assets$140K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#346

OTEGRITY POOLED 401(K) PLAN

401k

Assets$109K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#359

DURAN BUSINESS GROUP 401(K) POOLED EMPLOYER PLAN

401k

Assets$21K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NESTEGGS CASH BALANCE PLAN

CashBalance

Assets$8K
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans24

Plan #NameTypeAssetsParticipantsLatest year
337NESTEGGS MASTER POOLED 401(K) PLAN401k$79.9M2,9432024
338FARTHER PEP401k$37.4M6082024
343COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK401k$29.8M7582024
342SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN401k$19.6M4652024
348NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN401k$17.9M5042024
353THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN401k$16.8M2062024
334ASCEND WEALTH ADVISORS PEP401k$9.5M1652024
357WEALTHQUEST 401(K) POOLED EMPLOYER PLAN401k$7.3M872024
356AZZENDO POOLED EMPLOYER 401(K) PLAN401k$5.9M352024
347J. GREGORY PEO POOLED 401(K) PLAN401k$4.0M3852024
339WAVERLY ADVISORS, LLC PEP401k$3.3M3452024
001NESTEGGS RETIREMENT SAVINGS PLAN401k$3.2M242024
350SALVUS WEALTH POOLED 401(K) PLAN401k$3.2M612024
355THE SCHULTE & CO POOLED EMPLOYER 401(K) PEP401k$2.9M1122024
344COGENT BANK POOLED 401K PLAN401k$2.9M1212024
352HRD POOLED RETIREMENT SAVINGS PLAN401k$2.4M4182024
358AURE INVESTMENTS POOLED EMPLOYER PLAN401k$1.6M1172024
340COASTAL WEALTH PEP401k$1.5M272024
335DAVIS CAPITAL MANAGEMENT PEP401k$955K682024
349PRINCETON FINANCIAL GROUP POOLED 401K PLAN401k$266K1612024
333UNDER PAR PLANNING PEP401k$140K272024
346OTEGRITY POOLED 401(K) PLAN401k$109K632024
359DURAN BUSINESS GROUP 401(K) POOLED EMPLOYER PLAN401k$21K262024
002NESTEGGS CASH BALANCE PLANCashBalance$8K132024
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