Nesteggs, Inc.

About Nesteggs, Inc.

<p>Built as a bundled retirement-plan platform that combines administration, recordkeeping, and RIA services under one roof, Nesteggs, Inc. (Nesteggs Retirement Plan Services, Inc.) works with employers that want fewer handoffs between vendors.</p> <p>Headquartered in Jacksonville in Northeast Florida, Nesteggs supports plan sponsors across the broader Florida market and beyond with 401(k) plans, MEPs, PEPs, pension plans, and defined benefit arrangements. The firm is an SEC-registered investment adviser and operates as a full-service third-party administrator with an open-architecture recordkeeping setup.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Nesteggs offers ERISA §3(21) and §3(38) services, and can also take on ERISA §3(16) administrative fiduciary duties. This structure lets HR teams hand off defined administrative tasks and delegate investment discretion where appropriate.</p> <p>What sets Nesteggs apart is its boutique, bundled model paired with a stated focus on transparent fees, no hidden commissions, and enrollment and employee education technology. The firm reports $0.7B in AUM (2026).</p> <ul> <li>Plan types: 401(k), MEP, PEP, pension, defined benefit</li> <li>Fiduciary roles: ERISA §3(21), §3(38), and §3(16)</li> <li>Services: TPA + open-architecture recordkeeping + RIA support</li> <li>Works with PEOs, advisors, employers, CPAs, and associations</li> </ul>

Website: http://www.NestEggs401k.com