Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112) has filed 27 Form 5500 plans with the U.S. Department of Labor, covering $204.6M in plan assets and 6,347 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Nesteggs Master Pooled 401(k) Plan | 337 | 2,294 | $79.9M |
| Farther PEP | 338 | 548 | $37.4M |
| Cogent Bank Master Pooled 401(k) Plan for Cogent Bank | 343 | 612 | $29.8M |
| Security 101 Holdings, LLC Pooled Employer Plan | 342 | 407 | $19.6M |
| Nesteggs Achievement Pooled Employer 401(k) Plan | 348 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
59-3664112 is the Employer Identification Number (EIN) Nesteggs Retirement Plan Services, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 442 |
| $17.9M |
| The Pinnacle Advisors Pooled Employer 401(k) Plan | 353 | 188 | $16.8M |
| Waverly Advisors, LLC PEP | 339 | 235 | $3.3M |
| Nesteggs Cash Balance Plan | 002 | 12 | $8K |
| HRD Pooled Retirement Savings Plan | 352 | 320 | $0 |
| Ascend Wealth Advisors PEP | 334 | 137 | $0 |
| Nesteggs Pooled 401(k) Plan | 336 | 0 | $0 |
| Nesteggs Retirement Savings Plan | 001 | 20 | $0 |
| The Schulte & Co Pooled Employer 401(k) PEP | 355 | 99 | $0 |
| Salvus Wealth Pooled 401(k) Plan | 350 | 44 | $0 |
| Wealthquest 401(k) Pooled Employer Plan | 357 | 78 | $0 |
| Princeton Financial Group Pooled 401(k) Plan | 349 | 161 | $0 |
| AURE Investments Pooled Employer Plan | 358 | 109 | $0 |
| Davis Capital Management PEP | 335 | 62 | $0 |
| Solutions 4 Wealth PEP | 341 | 0 | $0 |
| Azzendo Pooled Employer 401(k) Plan | 356 | 12 | $0 |
| Coastal Wealth PEP | 340 | 25 | $0 |
| HRD Pooled 401(k) Plan | 354 | 0 | $0 |
| J. Gregory PEO Pooled 401(k) Plan | 347 | 335 | $0 |
| Otegrity Pooled 401(k) Plan | 346 | 52 | $0 |
| Cogent Bank Pooled 401(k) Plan | 344 | 102 | $0 |
| Under PAR Planning PEP | 333 | 27 | $0 |
| Duran Business Group 401(k) Pooled Employer Plan | 359 | 26 | $0 |
