How big is NEST Collaborative's plan?

NEST Collaborative's plan reported $204K in assets and 43 participants for 2024.

Original filing (PDF)20250625154845NAL0011771696001

NEST Collaborative

Name: NEST Collaborative — NEST Collaborative 401(k) Plan, Form 5500 (2024)
Creator: NEST Collaborative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEST Collaborative 401(k) Plan

Defined-contribution retirement plan · NEST Collaborative's NEST Collaborative 401(k) Plan held $204K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Kaitlyn Roberts signed NEST Collaborative's 2024 Form 5500 as plan administrator.

Kaitlyn Roberts — 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

NEST Collaborative's EIN is 85-3558267.

EIN 85-3558267

Plan number 001

Plan year 2024

ACK ID 20250625154845NAL0011771696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NEST Collaborative's plan includes automatic enrollment.

Decision-maker contacts

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

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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