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: 235
- Total Assets: $3.3M
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 | 235 | $3.3M | $151,876 | $854,109 |
| 2023 | 193 | $2.4M | $104,123 | $743,834 |
| 2022 | 163 | $1.7M | $64,752 | $694,028 |
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 RETIREMENT PLAN SVCS, INC | N/A | $428,834 | — | $428,834 |
| RIVER CAPITAL ADVISORS, LC | N/A | $10,013 | — | $10,013 |
| TEMPLETON AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $438,847
- Estimated Expense Ratio: 13.491% 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 | $56,970 | — | — | — | — |
| 2023 | $34,745 | — | — | — | — |
| 2022 | $26,619 | — | — | — | $26,619 |