Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| HR Delivered LLC HRD Retirement Savings Plan · all filings | JACKSONVILLE, FL | Other service providers | 1,491 | $37.9M | $347K | $0 |
| Nesteggs Retirement Plan Services, Inc. Farther PEP · all filings | JACKSONVILLE, FL | Recordkeeper | 548 | $37.4M | $279K | $0 |
| Nesteggs Retirement Plan Services, Inc. Cogent Bank Master Pooled 401(k) Plan for Cogent Bank · all filings | JACKSONVILLE, FL | Other service providers | 612 | $29.8M | $192K | $0 |
| HR Delivered LLC HRD Retirement Savings Plan · all filings | JACKSONVILLE, FL | Other service providers | 1,367 | $26.2M | $177K | $0 |
| Nesteggs Retirement Plan Services, Inc. Security 101 Holdings, LLC Pooled Employer Plan · all filings | JACKSONVILLE, FL | Other service providers | 407 | $19.6M | $110K | $0 |
| Nesteggs Retirement Plan Services, Inc. Nesteggs Achievement Pooled Employer 401(k) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 442 | $17.9M | $107K | $0 |
| Nesteggs Retirement Plan Services, Inc. The Pinnacle Advisors Pooled Employer 401(k) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 188 | $16.8M | $117K | $0 |
| Daniel J. Quirk, Inc. Daniel J. Quirk Inc. Retirement Savings Plan · all filings | BRAINTREE, MA | Recordkeeper | 827 | $16.6M | $140K | $0 |
| Nesteggs Retirement Plan Services, Inc. Cogent Bank Master Pooled 401(k) Plan for Cogent Bank · all filings | JACKSONVILLE, FL | Other service providers | 410 | $13.9M | $56K | $0 |
| Applied Business Solutions DBA Applied Business Solutions ABS Retirement Savings Plan · all filings | JACKSONVILLE, FL | Other service providers | 706 | $11.4M | $138K | $0 |
| Nesteggs Retirement Plan Services, Inc. Security 101 Holdings, LLC Pooled Employer Plan · all filings | JACKSONVILLE, FL | Other service providers | 182 | $7.8M | $57K | $0 |
| The Mayflower Retirement Center, Inc. The Mayflower Retirement Community, Inc. 403(b) Plan · all filings | WINTER PARK, FL | Other service providers | 349 | $5.9M | $49K | $0 |
| The Mayflower Retirement Center, Inc. The Mayflower Retirement Community, Inc. 403(b) Plan · all filings | WINTER PARK, FL | Other service providers | 335 | $5.5M | $48K | $0 |
| First Coast Cardiovascular Institute First Coast Cardiovascular Institute 401(k) Profit Sharing Plan & Trust · all filings | JACKSONVILLE, FL | Other service providers | 125 | $5.1M | $36K | $0 |
| S&P USA Ventilation Systems, LLC S&P USA Ventilation Systems, LLC 401(k) Plan · all filings | JACKSONVILLE, FL | Other service providers | 140 | $4.2M | $30K | $0 |
| S&P USA Ventilation Systems, LLC S&P USA Ventilation Systems, LLC 401(k) Plan · all filings | JACKSONVILLE, FL | Other service providers | 157 | $4.2M | $27K | $0 |
| Nesteggs Retirement Plan Services, Inc. Security 101 Holdings, LLC Pooled Employer Plan · all filings | JACKSONVILLE, FL | Other service providers | 169 | $4.1M | $9K | $0 |
| First Coast Cardiovascular Institute First Coast Cardiovascular Institute 401(k) PS Plan & Trust · all filings | JACKSONVILLE, FL | Other service providers | 113 | $4.0M | $29K | $0 |
| S&P USA Ventilation Systems, LLC S&P USA Ventilation Systems, LLC 401(k) Plan · all filings | JACKSONVILLE, FL | Other service providers | 142 | $4.0M | $4K | $0 |
| First Coast Cardiovascular Institute First Coast Cardiovascular Institute 401(k) PS Plan & Trust · all filings | JACKSONVILLE, FL | Other service providers | 136 | $3.3M | $23K | $0 |
| Nesteggs Retirement Plan Services, Inc. Waverly Advisors, LLC PEP · all filings | JACKSONVILLE, FL | Other service providers | 235 | $3.3M | $429K | $0 |
| Nesteggs Retirement Plan Services, Inc. River Capital Advisors, LC PEP · all filings | JACKSONVILLE, FL | Other service providers | 193 | $2.4M | $35K | $0 |
| Nesteggs Retirement Plan Services, Inc. River Capital Advisors, LC PEP · all filings | JACKSONVILLE, FL | Other service providers | 163 | $1.7M | $27K | $0 |
| Nesteggs Retirement Plan Services, Inc. Ascend Wealth Advisors PEP · all filings | JACKSONVILLE, FL | Other service providers | 137 | — | $77K | $0 |
