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: 407
- Total Assets: $19.6M
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 | 407 | $19.6M | $682,719 | $1.6M |
| 2023 | 182 | $7.8M | $435,729 | $1.1M |
| 2022 | 169 | $4.1M | $72 | $338,450 |
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, LLC | N/A | $110,189 | — | $110,189 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,189
- Estimated Expense Ratio: 0.563% 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 | $110,189 | $110,189 | — | — | — |
| 2023 | $56,996 | $56,996 | — | — | — |
| 2022 | $8,895 | $8,895 | — | — | — |