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: DC
- Total Participants: 442
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 442 | $17.9M | $462,020 | $1.2M |
| 2023 | 350 | $6.0M | $6,742 | $497,219 |
| 2022 | 32 | $15,551 | $5,584 | $9,651 |
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 SERVICES, | N/A | $107,441 | — | $107,441 |
| 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: $107,441
- Estimated Expense Ratio: 0.602% 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 | $107,441 | — | $107,441 | — | — |
| 2023 | $1,316,943 | — | $30,821 | — | — |
| 2022 | $9 | — | $9 | — | — |