Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Nesteggs Retirement Plan SVCS, Inc
Nesteggs Retirement Plan SVCS, Inc
- Service provider, as named on Schedule C
- EIN 593664112
- Plan year 2024
- Direct compensation reported $2,133,572
Assets of those plans
$257,684,782
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,133,572
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 11 |
| 28 | Investment management | 11 |
| 31 | Named fiduciary | 11 |
| 51 | Investment management fees paid directly by plan | 11 |
| 64 | Recordkeeping fees | 11 |
| 12 | Claims processing | 8 |
| 37 | Participant loan processing | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Nesteggs Master Pooled 401(k) Planrecordkeeper | Nesteggs Retirement Plan Services | $79,933,392 | 2,290 | $438,426 |
| HRD Retirement Savings Planrecordkeeper | HR Delivered | $37,933,402 | 878 | $346,587 |
| Farther PEPrecordkeeper | Nesteggs Retirement Plan Services | $37,423,728 | 486 | $279,040 |
| Cogent Bank Master Pooled 401(k) Plan for Cogent Bankrecordkeeper | Nesteggs Retirement Plan Services | $29,807,607 | 583 | $191,682 |
| Security 101 Holdings, LLC Pooled Employer Planrecordkeeper | Nesteggs Retirement Plan Services | $19,555,960 | 342 | $110,189 |
| Nesteggs Achievement Pooled Employer 401(k) Planrecordkeeper | Nesteggs Retirement Plan Services | $17,851,941 | 310 | $107,441 |
| The Pinnacle Advisors Pooled Employer 401(k) Planrecordkeeper | Nesteggs Retirement Plan Services | $16,808,145 | 170 | $116,985 |
| The Mayflower Retirement Community, Inc. 403(b) Planrecordkeeper | Mayflower Retirement Center | $5,876,634 | 156 | $48,683 |
| First Coast Cardiovascular Institute 401(k) Profit Sharing Plan & Trustrecordkeeper | First Coast Cardiovascular Institute | $5,054,612 | 145 | $35,686 |
| S&P USA Ventilation Systems, LLC 401(k) Planrecordkeeper | S&P USA Ventilation Systems | $4,186,547 | 101 | $30,019 |
| Waverly Advisors, LLC PEPrecordkeeper | Nesteggs Retirement Plan Services | $3,252,814 | 306 | $428,834 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.