Plan Ledger DOL Form 5500 · updated monthly

Nesteggs Retirement Plan Services, Inc.401(k)

NESTEGGS MASTER POOLED 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.67%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Nesteggs Retirement Plan Services, Inc. reported $438,396 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,545 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 6.68% to 0.67%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 382nd-largest of 3,644 plans among Florida employers on file, and the 198th of 2,534 in administrative & support services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 334 to 2,294 since 2022.

Plan summary
Net assets, end of year$79,933,392
Participants with balances2,290
Active participants2,294
Employer contributions$3,544,651
Employee contributions$6,586,902
Employer contribution per active participant$1,545
Average account balance$34,905
Benefits paid to participants$10,871,268
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON ACCOUNTANTS & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$79.9M · 2,290 accts · $3.5M emplr
2023$50.6M · 1,041 accts · $767K emplr
2022$9.4M · 802 accts · $430K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$438,396
Total administrative$438,396
The Nesteggs Retirement Plan Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,545
Median for plans this size$3,635
2024$1,545 per active participant
2023$492 per active participant
2022$1,287 per active participant

Nesteggs Retirement Plan Services, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NESTEGGS RET PLAN SERVICES, INC. · Claims processing · Recordkeeping$438,426

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NESTEGGS RET PLAN SERVICES, INC., NESTEGGS RETIREMENT PLAN SERVICES, NESTEGGS RETIREMENT PLAN SERVICES,, NESTEGGS RETIREMENT PLAN SVCS, INC, NESTEGGS RETIREMENT PLAN SVCS, INC., NESTEGGS RETIREMENT PLAN SVCS, LLC
2023NESTEGGS RET PLAN SERVICES, INC., NESTEGGS RET PLAN SERVICES,INC., NESTEGGS RETIREMENT PLAN SVCS, INC, NESTEGGS RETIREMENT PLAN SVCS, INC., NESTEGGS RETIREMENT PLAN SVCS, LLC

This plan has changed recordkeepers within these filings. If you left Nesteggs Retirement Plan Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$438,396 · 0.67%
2023$178,129 · 0.59%
2022$434,343 · 6.68%
All plans at this employer7
NESTEGGS MASTER POOLED 401(K) PLAN401(k)
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RIVER CAPITAL ADVISORS, LC PEP401(k)
SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN401(k)
COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK401(k)
NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN401(k)
THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN401(k)
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Source: U.S. Department of Labor, Form 5500 series, EIN 593664112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.