# Nesteggs Retirement Plan Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-401k-plan-337

> Nesteggs Retirement Plan Services, INC.'s 401(k) plan: 2,294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/templeton-and-company-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-401k-plan-337)

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