Employer · plans filed under one EIN
Nesteggs Retirement Plan Services, Inc.
Jacksonville, FL · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
14 retirement plans with 100 or more participants file Form 5500 under Nesteggs Retirement Plan Services, Inc.'s employer identification number (Jacksonville, Florida). Their latest filings total 7,308 participant records and $205M in net assets.
The largest is Nesteggs Master Pooled 401(k) Plan, a 401(k) plan with 2,943 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $8.2M and participant contributions $17.1M in the latest plan years; benefits paid were $18.1M. Schedule C compensation reported to service provider organisations totalled $1.8M.
Combined net assets moved from $3.6M in 2021 to $205M in 2024 (up 5509%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Nesteggs Master Pooled 401(k) Plan | 401(k) plan | 2024 | 2,943 | $79.9M | $27,161 | $1,545 | $438K |
| Cogent Bank Master Pooled 401(k) Plan for Cogent Bank | 401(k) plan | 2024 | 758 | $29.8M | $39,324 | $2,234 | $192K |
| Farther PEP | 401(k) plan | 2024 | 608 | $37.4M | $61,552 | $2,575 | $279K |
| Nesteggs Achievement Pooled Employer 401(k) Plan | 401(k) plan | 2024 | 504 | $17.9M | $35,421 | $1,045 | $107K |
| Security 101 Holdings, LLC Pooled Employer Plan | 401(k) plan | 2024 | 465 | $19.6M | $42,056 | $1,677 | $110K |
| HRD Pooled Retirement Savings Plan | 401(k) plan | 2024 | 418 | — | — | — | $0 |
| J. Gregory PEO Pooled 401(k) Plan | 401(k) plan | 2024 | 385 | — | — | — | $0 |
| Waverly Advisors, LLC PEP | 401(k) plan | 2024 | 345 | $3.3M | $9,428 | $646 | $439K |
| The Pinnacle Advisors Pooled Employer 401(k) Plan | 401(k) plan | 2024 | 206 | $16.8M | $81,593 | $3,239 | $117K |
| Ascend Wealth Advisors PEP | 401(k) plan | 2024 | 165 | — | — | — | $77K |
| Princeton Financial Group Pooled 401(k) Plan | 401(k) plan | 2024 | 161 | — | — | — | $0 |
| Cogent Bank Pooled 401(k) Plan | 401(k) plan | 2024 | 121 | — | — | — | $0 |
| Aure Investments Pooled Employer Plan | 401(k) plan | 2024 | 117 | — | — | — | $0 |
| The Schulte & Co. Pooled Employer 401(k) PEP | 401(k) plan | 2024 | 112 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 14 | 7,308 | $205M | $8.2M | $17.1M |
| 2023 | 9 | 3,753 | $87.3M | $2.3M | $5.6M |
| 2022 | 5 | 1,566 | $20.1M | $955K | $3.6M |
| 2021 | 1 | 435 | $3.6M | $4,000 | $20K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Nesteggs Ret Plan Services, Inc. | Claims processing; Recordkeeping and information management; Investment management; Named fiduciary | 8 | $1,749,153 |
| River Capital Advisors, LC | Investment advisory (participants); Investment advisory (plan); Investment management | 1 | $10,013 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Nesteggs Retirement Plan Services, Inc. have?
14 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Nesteggs Master Pooled 401(k) Plan, Cogent Bank Master Pooled 401(k) Plan for Cogent Bank, Farther PEP and Nesteggs Achievement Pooled Employer 401(k) Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Nesteggs Retirement Plan Services, Inc. contribute to its plans?
$8,228,306 in employer contributions across these plans in their latest plan years, about $1,374 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Nesteggs Ret Plan Services, Inc. and River Capital Advisors, LC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.