Nesteggs Retirement Plan Services 401(k) match, vesting and fees
What Nesteggs Retirement Plan Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Ret Plan Services, Inc. | Schedule C ↗ |
| Independent auditor | Templeton Accountants & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Nesteggs Retirement Plan Services: employer contribution per participant | $1,548 | |
| Peer median | $2,966 |
| Nesteggs Retirement Plan Services: average balance | $34,905 | |
| Peer median | $104,792 |
| Nesteggs Retirement Plan Services: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $50.6M at the end of plan year 2023 to $79.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,943 | $79.9M | $3.5M | $1,548 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 1,557 | $50.6M | $767K | $737 | 0.59% | Not published | Form 5500 ↗ |
Other Nesteggs Retirement Plan Services plans (26)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cogent Bank Master Pooled 401(k) Plan for Cogent Bank
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Svcs, Inc. | Schedule C ↗ |
| Independent auditor | Templeton and Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Farther Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Services, | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Nesteggs Achievement Pooled Employer 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Services, | Schedule C ↗ |
| Independent auditor | Templeton Accountants & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Security 101 Holdings, LLC Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Svcs, LLC | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Hrd Pooled Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
J. Gregory Peo Pooled 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Waverly Advisors, LLC Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Svcs, Inc | Schedule C ↗ |
| Independent auditor | Templeton and Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The Pinnacle Advisors Pooled Employer 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Templeton and Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Ascend Wealth Advisors Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nesteggs Retirement Plan Svcs, Inc. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Princeton Financial Group Pooled 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Cogent Bank Pooled 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Aure Investments Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
The Schulte & Co Pooled Employer 401(k) Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Wealthquest 401(k) Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Davis Capital Management Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
Otegrity Pooled 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Salvus Wealth Pooled 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Azzendo Pooled Employer 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Under Par Planning Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Coastal Wealth Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Duran Business Group 401(k) Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Nesteggs Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Nesteggs Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Nesteggs Pooled 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Solutions 4 Wealth Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Hrd Pooled 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Nesteggs Retirement Plan Services match 401(k) contributions?
The match terms for the Nesteggs Master Pooled 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $1,548 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Nesteggs Retirement Plan Services 401(k) match vested?
The vesting schedule for the Nesteggs Master Pooled 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nesteggs Retirement Plan Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nesteggs Ret Plan Services, Inc.. The plan administrator is Nesteggs Retirement Plan Services, Inc..
I left Nesteggs Retirement Plan Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nesteggs Retirement Plan Services, Inc., (904) 348-3131) or the recordkeeper, Nesteggs Ret Plan Services, Inc.. The Nesteggs Retirement Plan Services old 401(k) page lists the contacts from every plan filing. Find an old Nesteggs Retirement Plan Services 401(k)
Data from the public Form 5500 annual reports Nesteggs Retirement Plan Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Nesteggs Retirement Plan Services. Not financial advice. Report a correction · Methodology