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, a 401(k) feature, a self-directed brokerage window, 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 | $117K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US Core Equity 2 Port Instl Fund | Mutual Funds | — | — | $3.8M | 22.5% | |
| Charles Schwab PCRA Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.4M | 8.1% | |
| DFA Global Core Plus Fixed Income Inst Fund | Mutual Funds | — | — | $1.3M | 7.5% | |
| DFA Investment Grade Port Instl Fund | Mutual Funds | — | — | $1.0M | 6.1% | |
| DFA US Vector Eqty Port Instl Fund | Mutual Funds | — | — | $946K | 5.6% | |
| DFA US High Relative Profit Prt Inst Fund | Mutual Funds | — | — | $934K | 5.6% | |
| DFA Intl Core Equity Port Instl Fund | Mutual Funds | — | — | $865K | 5.1% | |
| Charles Schwab Trust Bank Schwab Bank Money Market Savings | Mutual Funds | — | — | $665K | 4.0% | |
| TCW Met West Total Return Bond Fund | Other securities | — | — | $639K | 3.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $443K | 2.6% | |
| DFA Targeted Credit Instl Fund | Mutual Funds | — | — | $373K | 2.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $329K | 2.0% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $303K | 1.8% | |
| DFA Emerging Markets Core Eqty Por Instl Fund | Mutual Funds | — | — | $302K | 1.8% | |
| DFA Emerging Markets Value Port Instl Fund | Mutual Funds | — | — | $301K | 1.8% | |
| DFA Intl Vector Equity Port Inst Fund | Mutual Funds | — | — | $290K | 1.7% | |
| DFA Intl High Profitability Port Inst Fund | Mutual Funds | — | — | $283K | 1.7% | |
| DFA Five Year Global Fixed Inc. Port Instl Fund | Mutual Funds | — | — | $261K | 1.6% | |
| Morgan Stanley Money Market Account Fund | Cash / Money Market | — | — | $253K | 1.5% | |
| First National Bank Money Market Savings Account | Cash / Money Market | — | — | $251K | 1.5% | |
| Columbia Strategic Income Inst Fund | Other securities | — | — | $192K | 1.1% | |
| American Beacon The London Income Equity Fund | Other securities | — | — | $178K | 1.1% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $162K | 1.0% | |
| Vanguard Hi-Yield Corp Admiral Fund ** 96 Vanguard Info Tech Index Admiral Fund | Mutual Funds | — | — | $153K | 0.9% | |
| DFA Global Real Estate Sec Port Inst Fund | Mutual Funds | — | — | $150K | 0.9% | |
| DFA US Small Cap Value Port Instl Fund | Mutual Funds | — | — | $139K | 0.8% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $114K | 0.7% | |
| Vanguard Intl Growth Admiral Fund | Mutual Funds | — | — | $94K | 0.6% | |
| QGQ Partners Emerging Markets Equity Fund ** 878 MFS Growth Fund | Mutual Funds | — | — | $66K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $65K | 0.4% | |
| Vanguard Health Care Ind Admiral Fund | Mutual Funds | — | — | $62K | 0.4% | |
| Charles Schwab Trust Bank Value Adv Money Ultra Fund | Mutual Funds | — | — | $57K | 0.3% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $51K | 0.3% | |
| DFA US Large Co Port Inst Fund | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Growth & Income Admiral Fund | Mutual Funds | — | — | $27K | 0.2% | |
| TCW Emerging Markets Inc Fund | Common Stocks | — | — | $25K | 0.1% | |
| Black Rock High Yield Inv Fund | Other securities | — | — | $25K | 0.1% | |
| Vanguard Core Plus Intermediate Bond Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Total Intl Index Admiral Fund ** 48 Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $23K | 0.1% | |
| Principal Diversified Real Asset Ins Fund | Other securities | — | — | $20K | 0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Short-Term Federal Admiral Fund ** 272 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Adv Equity Growth Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Equity Inc. Admiral Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Interm Term Index Admiral Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Extended Market Index Admiral Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Energy Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% |
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