How big is The NEST Management Group PLLC's plan?

The NEST Management Group PLLC's plan reported $548K in assets and 7 participants for 2024.

Original filing (PDF)20250707110820NAL0003142657001

The NEST Management Group PLLC

Name: The NEST Management Group PLLC — The NEST Management, Form 5500 (2024)
Creator: The NEST Management Group PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The NEST Management Group PLLC 401(k) Retirement Plan

401(k) retirement plan · The NEST Management Group PLLC's The NEST Management Group PLLC 401(k) Retirement Plan held $548K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

People on this filing

Dr. Shivam Patel signed The NEST Management Group PLLC's 2024 Form 5500 as plan administrator.

Dr. Shivam Patel — 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

The NEST Management Group PLLC's EIN is 83-0557106.

EIN 83-0557106

Plan number 001

Plan year 2024

ACK ID 20250707110820NAL0003142657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The NEST Management Group PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The NEST Management Group PLLC's plan includes profit-sharing, a 401(k) feature.

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.

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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

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).

Plan sponsor

Name

THE NEST MANAGEMENT GROUP PLLC

EIN

all filings

Address

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

Phone

(512) 337-3314

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator