How big is Nestegg Advisors, Inc.'s plan?

Nestegg Advisors, Inc.'s plan reported $670K in assets and 5 participants for 2025.

Original filing (PDF)20260310124108NAL0004375586001

Nestegg Advisors, Inc.

Name: Nestegg Advisors, Inc. — Nestegg Advisors, Inc., Form 5500 (2025)
Creator: Nestegg Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nestegg Advisors, Inc. 401(k) Plan

401(k) retirement plan · Nestegg Advisors, Inc.'s Nestegg Advisors, Inc. 401(k) Plan held $670K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$660K

People on this filing

BUD LEVY signed Nestegg Advisors, Inc.'s 2025 Form 5500 as plan administrator.

BUD LEVY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nestegg Advisors, Inc.'s EIN is 11-3309030.

EIN 11-3309030

Plan number 001

Plan year 2025

ACK ID 20260310124108NAL0004375586001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nestegg Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nestegg Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NESTEGG ADVISORS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score