Original filing (PDF)20250707110820NAL0003142657001

THE NEST MANAGEMENT GROUP PLLC

Name: THE NEST MANAGEMENT GROUP PLLC — THE NEST MANAGEMENT GROUP PLLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE NEST MANAGEMENT GROUP PLLC

Form 5500-SF

FILING_RECEIVED

THE NEST MANAGEMENT GROUP PLLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE NEST MANAGEMENT GROUP PLLC.

Plan sponsor

Name

THE NEST MANAGEMENT GROUP PLLC

EIN

83-0557106all filings

Address

14005 RONALD REAGAN BLVD. STE. B · CEDAR PARK, TX · 78641

Phone

(512) 337-3314

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