Plan Snapshot
- Plan Sponsor: Nesteggs Retirement Plan Services, INC.
- Sponsor EIN: 593664112
- Sponsor Address: 10407 CENTURION PARKWAY N SUITE 126, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 2,294
- Total Assets: $79.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,294 | $79.9M | $3.5M | $6.6M |
| 2023 | 1,557 | $50.6M | $766,791 | $1.7M |
| 2022 | 334 | $9.4M | $429,923 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NESTEGGS RET PLAN SERVICES, INC. | NESTEGGS RETIREMENT PLAN | $438,426 | — | $438,426 |
| TEMPLETON ACCOUNTANTS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON ACCOUNTANTS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $438,426
- Estimated Expense Ratio: 0.548% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $438,396 | — | — | — | — |
| 2023 | $178,129 | — | — | — | — |
| 2022 | $434,343 | — | — | — | $434,343 |