Kevin Cheezum signed Nesteggs Retirement Plan Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nesteggs Retirement Plan Services, Inc.'s EIN is 59-3664112.
Download the official 2024 Form 5500 (PDF) for Nesteggs Retirement Plan Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nesteggs Retirement Plan Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NESTEGGS RETIREMENT PLAN SERVICES, | 59-3664112 | — | N/A | $279K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US Core Eqty 2 Port Instl Fund | Mutual Funds | — | — | $8.6M | 23.0% | |
| DFA Global Core Plus Fixed Incm Inst Fund | Mutual Funds | — | — | $3.9M | 10.4% | |
| DFA US Vector Eqty Port Instl Fund | Mutual Funds | — | — | $2.2M | 5.8% | |
| DFA US High Relative Profit Prt Inst Fund | Mutual Funds | — | — | $2.1M | 5.7% | |
| DFA Investment Grade Port Inst Fund | Mutual Funds | — | — | $2.0M | 5.3% | |
| DFA Intl Core Eqty Port Instl Fund | Mutual Funds | — | — | $2.0M | 5.2% | |
| Charles Schwab PCRA Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.5M | 3.9% | |
| Charles Schwab Trust Bank Schwab Bank Savings | Mutual Funds | — | — | $1.4M | 3.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 3.1% | |
| Federated Hermes Instl High Yield Bond Fund ** 230 Fidelity Adv Eqty Growth Fund | Mutual Funds | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $797K | 2.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $775K | 2.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $706K | 1.9% | |
| DFA Emerging Mkts Value Port Instl Fund | Mutual Funds | — | — | $705K | 1.9% | |
| DFA Emerg Mkts Core Eqty Port Instl Fund | Mutual Funds | — | — | $687K | 1.8% | |
| DFA Intl Vector Eqty Port Inst Fund | Mutual Funds | — | — | $657K | 1.8% | |
| DFA Intl High Porfitability Prt Inst Fund | Mutual Funds | — | — | $645K | 1.7% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $617K | 1.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $570K | 1.5% | |
| Charles Schwab Trust Bank Value Advantage Fund | Mutual Funds | — | — | $551K | 1.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $541K | 1.4% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $385K | 1.0% | |
| Vanguard LifeStrat Consrv Grth Fund | Mutual Funds | — | — | $365K | 1.0% | |
| DFA Glbl Real Estate SEC Port Inst Fund | Mutual Funds | — | — | $341K | 0.9% | |
| Charles Schwab Trust Bank Holding account | Mutual Funds | — | — | $307K | 0.8% | |
| Vanguard Info Tech Index Admiral Fund | Mutual Funds | — | — | $293K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $284K | 0.8% | |
| Vanguard Comm Services Index Admiral Fund | Mutual Funds | — | — | $251K | 0.7% | |
| First Eagle Gold Fund | Other securities | — | — | $212K | 0.6% | |
| DFA Targeted Credit Instiutional Fund | Mutual Funds | — | — | $177K | 0.5% | |
| DFA One Year Fixed Incm Port Instl Fund | Mutual Funds | — | — | $166K | 0.4% | |
| Janus Henderson Entereprise Fund | Mutual Funds | — | — | $165K | 0.4% | |
| DFA Five YR GLB Fixed Inc Port Instl Fund | Mutual Funds | — | — | $128K | 0.3% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $103K | 0.3% | |
| Vanguard US Growth Admiral Fund | Mutual Funds | — | — | $91K | 0.2% | |
| Vanguard Growth & Income Admiral Fund | Mutual Funds | — | — | $82K | 0.2% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $80K | 0.2% | |
| Voya Corporate Leaders 100 Fund | Other securities | — | — | $61K | 0.2% | |
| Vanguard Industrials Index Admiral Fund | Mutual Funds | — | — | $51K | 0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $45K | 0.1% | |
| Vanguard Consumer Staples Index Fund | Common Collective Trusts | — | — | $45K | 0.1% | |
| Vanguard Health Care Ind Admiral Fund | Mutual Funds | — | — | $42K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $41K | 0.1% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $40K | 0.1% | |
| Vanguard Total Stock Mkt Index Admiral Fund | Mutual Funds | — | — | $38K | 0.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $34K | <0.1% | |
| Vanguard Equity Inc Admiral Fund | Mutual Funds | — | — | $33K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Fund ** 117 Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $33K | <0.1% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $27K | <0.1% | |
| Vanguard Emerging Mkts Stk Index Admiral Fund ** 711 Vanguard Energy Index Admiral Fund | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
