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).
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 | JACKSONVILLE, FL | N/A | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors US Core Equity 2 Port Instl Fund | Mutual Funds | — | — | $4.8M | 27.0% | |
| Dimensional Fund Advisors Global Core Plus Fixed Income Inst Fund | Mutual Funds | — | — | $2.6M | 14.5% | |
| Dimensional Fund Advisors Investment Grade Port Instl Fund | Mutual Funds | — | — | $1.6M | 8.9% | |
| Dimensional Fund Advisors US Vector Equity Port Instl Fund | Mutual Funds | — | — | $1.2M | 6.7% | |
| Dimensional Fund Advisors US High Relative Profti Port Inst Fund | Mutual Funds | — | — | $1.2M | 6.7% | |
| Dimensional Fund Advisors Intl Core Equity Port Instl Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| Charles Schwab Trust Bank Schwab Bank Money Market Savings | Mutual Funds | — | — | $483K | 2.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $456K | 2.6% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Port Instl Fund | Mutual Funds | — | — | $384K | 2.2% | |
| Vanguard Target Retirement 2023 Fund ** 640 Dimensional Fund Advisors Emerging Markets Small Cap Port Instl Fund ** 362 Dimensional Fund Advisors Emerging Markets Value Port Instl Fund | Mutual Funds | — | — | $379K | 2.1% | |
| Dimensional Fund Advisors Intl High Profitability Port Inst Fund | Mutual Funds | — | — | $375K | 2.1% | |
| Dimensional Fund Advisors Intl Vector Equity Port Instl Fund | Mutual Funds | — | — | $368K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $301K | 1.7% | |
| Dimensional Fund Advisors Targeted Credit Instl Fund | Mutual Funds | — | — | $291K | 1.6% | |
| Vanguard Utilities Index Admiral Fund | Mutual Funds | — | — | $246K | 1.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $225K | 1.3% | |
| Dimensional Fund Advisors Five Year Global Fixed Inc Port Instl Fund | Mutual Funds | — | — | $204K | 1.1% | |
| Dimensional Fund Advisors Global Real Estate Sec Port Inst Fund | Mutual Funds | — | — | $191K | 1.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $183K | 1.0% | |
| Fidelity Adv Equity Growth Fund | Mutual Funds | — | — | $160K | 0.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $143K | 0.8% | |
| Dimensional Fund Advisors Global Equity Port Instl Fund ** 841 Dimensional Fund Advisors Inflation Protect Sec Port Instl Fund | Mutual Funds | — | — | $128K | 0.7% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $116K | 0.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $87K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $75K | 0.4% | |
| Vanguard Info Tech Index Admiral Fund | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Large Cap Index Admiral Fund | Mutual Funds | — | — | $46K | 0.3% | |
| Charles Schwab Trust Bank Value Advantage Ultra Fund | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Industrials Index Admiral Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Financials Index Admiral Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Growth & Income Admiral Fund | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Charles Schwab Trust Bank Holding account | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard US Growth Admiral Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Total Bond Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $19K | 0.1% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Janus Henderson Enterprise Fund ** 915 Vanguard Comm Services Index Admiral Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Dimensional Fund Advisors US Large Co Port Instl Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Long Term Treasury Admiral Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Health Care Index Admiral Fund | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Consumer Discret Index Admiral Fund ** 927 Vanguard Equity Inc Admiral Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Mid Cap Growth Index Admiral Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2035 Fund ** 607 Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $5K | <0.1% | |
| First Eagle Gold Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
