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Nesteggs Retirement Plan Services, INC.

Jacksonville, FL, 32256

EIN 59-3664112
Plans
27
Total participants
12,292
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Nesteggs Retirement Savings Plan20
2024Form 5500-SF002Nesteggs Cash Balance Plan12
2024Form 5500333Under Par Planning Pep27
2024Form 5500334Ascend Wealth Advisors Pep137
2024Form 5500335Davis Capital Management Pep62
2024Form 5500337Nesteggs Master Pooled 401(K) Plan2,294
2024Form 5500338Farther Pep548
2024Form 5500339Waverly Advisors, LLC Pep235
2024Form 5500340Coastal Wealth Pep25
2024Form 5500342Security 101 Holdings, LLC Pooled Employer Plan407
2024Form 5500343Cogent Bank Master Pooled 401(K) Plan For Cogent Bank612
2024Form 5500344Cogent Bank Pooled 401K Plan102
2024Form 5500346Otegrity Pooled 401(K) Plan52
2024Form 5500347J. Gregory Peo Pooled 401(K) Plan335
2024Form 5500348Nesteggs Achievement Pooled Employer 401K Plan442
2024Form 5500349Princeton Financial Group Pooled 401K Plan161
2024Form 5500350Salvus Wealth Pooled 401(K) Plan44
2024Form 5500352Hrd Pooled Retirement Savings Plan320
2024Form 5500353The Pinnacle Advisors Pooled Employer 401(K) Plan188
2024Form 5500354Hrd Pooled 401K Plan0
2024Form 5500355The Schulte & Co Pooled Employer 401(K) Pep99
2024Form 5500356Azzendo Pooled Employer 401(K) Plan12
2024Form 5500357Wealthquest 401(K) Pooled Employer Plan78
2024Form 5500358Aure Investments Pooled Employer Plan109
2024Form 5500359Duran Business Group 401(K) Pooled Employer Plan26
2023Form 5500001Nesteggs Retirement Savings Plan18
2023Form 5500-SF002Nesteggs Cash Balance Plan12
2023Form 5500333Under Par Planning Pep5
2023Form 5500334Ascend Wealth Advisors Pep116
2023Form 5500335Davis Capital Management Pep39
2023Form 5500336Nesteggs Pooled 401(K) Plan0
2023Form 5500337Nesteggs Master Pooled 401(K) Plan1,557
2023Form 5500338Farther Pep414
2023Form 5500339River Capital Advisors, Lc Pep193
2023Form 5500340Coastal Wealth Pep21
2023Form 5500341Solutions 4 Wealth Pep0
2023Form 5500342Security 101 Holdings, LLC Pooled Employer Plan182
2023Form 5500343Cogent Bank Master Pooled 401(K) Plan For Cogent Bank410
2023Form 5500344Cogent Bank Pooled 401(K) Plan85
2023Form 5500346Otegrity Pooled 401(K) Plan98
2023Form 5500348Nesteggs Achievement Pooled Employer 401K Plan350
2023Form 5500349Princeton Financial Group Pooled 401K Plan121
2023Form 5500350Salvus Wealth Pooled 401(K) Plan22
2023Form 5500352Hrd Pooled Retirement Savings Plan49
2023Form 5500353The Pinnacle Advisors Pooled Employer 401(K) Plan155
2023Form 5500354Hrd Pooled 401K Plan83
2023Form 5500355The Schulte & Co Pooled Employer 401(K) Pep36
2023Form 5500356Azzendo Pooled Employer 401(K) Plan4
2022Form 5500001Nesteggs Retirement Savings Plan15
2022Form 5500-SF002Nesteggs Cash Balance Plan12
2022Form 5500-SF333Under Par Planning Pep45
2022Form 5500334Ascend Wealth Advisors Pep99
2022Form 5500335Davis Capital Management Pep85
2022Form 5500336Nesteggs Pooled 401(K) Plan112
2022Form 5500337Nesteggs Master Pooled 401(K) Plan334
2022Form 5500338Farther Pep37
2022Form 5500339River Capital Advisors, Lc Pep163
2022Form 5500340Coastal Wealth Pep20
2022Form 5500-SF341Solutions 4 Wealth Pep20
2022Form 5500342Security 101 Holdings, LLC Pooled Employer Plan169
2022Form 5500343Cogent Bank Master Pooled 401(K) Plan For Cogent Bank167
2022Form 5500346Otegrity Pooled 401(K) Plan18
2022Form 5500348Nesteggs Achievement Pooled Employer 401K Plan32
2022Form 5500349Princeton Financial Group Pooled 401K Plan32
2022Form 5500-SF350Salvus Wealth Pooled 401(K) Plan10
2021Form 5500001Nesteggs Retirement Savings Plan17
2021Form 5500-SF002Nesteggs Cash Balance Plan11
2021Form 5500-SF333Under Par Planning Pep43
2021Form 5500334Ascend Wealth Advisors Pep35
2021Form 5500-SF335Davis Capital Management Pep116
2021Form 5500336Nesteggs Pooled 401K Plan13
2021Form 5500337Nesteggs Master Pooled 401(K) Plan356
2020Form 5500001Nesteggs Retirement Savings Plan14

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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