Find an old Nesteggs Retirement Plan Services 401(k)

Who to contact about an account in each of the 27 Nesteggs Retirement Plan Services plans, from the filings. Free, no sign-up, no Social Security number.

Nesteggs Master Pooled 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 337 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Ret Plan Services, Inc.Schedule C ↗
Former employees with balances581 separated participants still had money in the planForm 5500 ↗

Cogent Bank Master Pooled 401(k) Plan for Cogent Bank

Nesteggs Retirement Plan Services, Inc. · Plan 343 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N., Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Svcs, Inc.Schedule C ↗
Former employees with balances133 separated participants still had money in the planForm 5500 ↗

Farther Pep

Nesteggs Retirement Plan Services, Inc. · Plan 338 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Services,Schedule C ↗
Former employees with balances41 separated participants still had money in the planForm 5500 ↗

Nesteggs Achievement Pooled Employer 401k Plan

Nesteggs Retirement Plan Services, Inc. · Plan 348 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Services,Schedule C ↗
Former employees with balances53 separated participants still had money in the planForm 5500 ↗

Security 101 Holdings, LLC Pooled Employer Plan

Nesteggs Retirement Plan Services, Inc. · Plan 342 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Svcs, LLCSchedule C ↗
Former employees with balances55 separated participants still had money in the planForm 5500 ↗

Hrd Pooled Retirement Savings Plan

Nesteggs Retirement Plan Services, Inc. · Plan 352 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances82 separated participants still had money in the planForm 5500 ↗

J. Gregory Peo Pooled 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 347 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances46 separated participants still had money in the planForm 5500 ↗

Waverly Advisors, LLC Pep

Nesteggs Retirement Plan Services, Inc. · Plan 339 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Svcs, IncSchedule C ↗
Former employees with balances89 separated participants still had money in the planForm 5500 ↗

The Pinnacle Advisors Pooled Employer 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 353 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan ServicesSchedule C ↗
Former employees with balances16 separated participants still had money in the planForm 5500 ↗

Ascend Wealth Advisors Pep

Nesteggs Retirement Plan Services, Inc. · Plan 334 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Nesteggs Retirement Plan Svcs, Inc.Schedule C ↗
Former employees with balances22 separated participants still had money in the planForm 5500 ↗

Princeton Financial Group Pooled 401k Plan

Nesteggs Retirement Plan Services, Inc. · Plan 349 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗

Cogent Bank Pooled 401k Plan

Nesteggs Retirement Plan Services, Inc. · Plan 344 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances18 separated participants still had money in the planForm 5500 ↗

Aure Investments Pooled Employer Plan

Nesteggs Retirement Plan Services, Inc. · Plan 358 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances7 separated participants still had money in the planForm 5500 ↗

The Schulte & Co Pooled Employer 401(k) Pep

Nesteggs Retirement Plan Services, Inc. · Plan 355 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances11 separated participants still had money in the planForm 5500 ↗

Wealthquest 401(k) Pooled Employer Plan

Nesteggs Retirement Plan Services, Inc. · Plan 357 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances9 separated participants still had money in the planForm 5500 ↗

Davis Capital Management Pep

Nesteggs Retirement Plan Services, Inc. · Plan 335 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances6 separated participants still had money in the planForm 5500 ↗

Otegrity Pooled 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 346 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances8 separated participants still had money in the planForm 5500 ↗

Salvus Wealth Pooled 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 350 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances17 separated participants still had money in the planForm 5500 ↗

Azzendo Pooled Employer 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 356 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances23 separated participants still had money in the planForm 5500 ↗

Under Par Planning Pep

Nesteggs Retirement Plan Services Inc · Plan 333 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services Inc
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗

Coastal Wealth Pep

Nesteggs Retirement Plan Services, Inc. · Plan 340 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2 separated participants still had money in the planForm 5500 ↗

Duran Business Group 401(k) Pooled Employer Plan

Nesteggs Retirement Plan Services, Inc. · Plan 359 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗

Nesteggs Retirement Savings Plan

Nesteggs Retirement Plan Services, Inc. · Plan 001 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances4 separated participants still had money in the planForm 5500 ↗

Nesteggs Cash Balance Plan

Nesteggs Retirement Plan Services, Inc. · Plan 002 · EIN 59-3664112 · Jacksonville, FL

Active · plan year 2024 filingPension (defined benefit)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Nesteggs Pooled 401(k) Plan

Nesteggs Retirement Plan Services, Inc. · Plan 336 · EIN 59-3664112 · Jacksonville, FL

Terminated · plan year 2023 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Solutions 4 Wealth Pep

Nesteggs Retirement Plan Services, Inc. · Plan 341 · EIN 59-3664112 · Jacksonville, FL

Terminated · plan year 2023 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Hrd Pooled 401k Plan

Nesteggs Retirement Plan Services, Inc. · Plan 354 · EIN 59-3664112 · Jacksonville, FL

Terminated · plan year 2024 filing401(k)
Plan administratorNesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126, Jacksonville, FL 32256
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Nesteggs Retirement Plan Services 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Nesteggs Retirement Plan Services 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Nesteggs Retirement Plan Services, Inc., (904) 348-3131. The accounts are held by the recordkeeper, Nesteggs Ret Plan Services, Inc.. Have your Social Security number and dates of employment ready.

What is the Nesteggs Retirement Plan Services 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (904) 348-3131.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Nesteggs Retirement Plan Services and does not hold accounts. Not financial advice. Report a correction