Nesteggs Retirement Plan Services 401(k) and retirement plans

Nesteggs Retirement Plan Services, Inc., Jacksonville, FL. EIN 59-3664112. Annual reports 2009–2024. Also filed as Nesteggs Retirement Plan Services Inc; J. Gregory Peo, LLC.

Nesteggs Retirement Plan Services, Inc. has 23 active retirement plans on file. The largest is the Nesteggs Master Pooled 401(k) Plan, with 2,943 participants and $79.9 million in assets in 2024. No traditional pension plan appears in Nesteggs Retirement Plan Services's filings since 2009.

Active plans: 23
Participants: 7,726
Plan assets: $251 million
Plans on file: 26
Industry: Finance and insurance

All 26 plans

Active plans first

Nesteggs Master Pooled 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 337Employer EIN 59-3664112
Participants (2024): 2,943
Net assets (2024): $79.9 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2021

Plans merged into this one: Nesteggs Pooled 401(k) Plan (2023); Intercontinental Capital Group 401(k) Profit Sharing Plan & Trust (2023).

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,943	$79.9 million	not listed
2023	1,557	$50.6 million	not listed
2022	847	$9.4 million	not listed
2021	435	$3.6 million	not listed

Cogent Bank Master Pooled 401(k) Plan for Cogent Bank

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 343Employer EIN 59-3664112
Participants (2024): 758
Net assets (2024): $29.8 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N., Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: September 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	758	$29.8 million	not listed
2023	502	$13.9 million	not listed
2022	189	$4.9 million	not listed

Farther Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 338Employer EIN 59-3664112
Participants (2024): 608
Net assets (2024): $37.4 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Plans merged into this one: Solutions 4 Wealth Pep (2023).

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	608	$37.4 million	not listed
2023	414	$24.5 million	not listed
2022	39	$3.4 million	not listed

Nesteggs Achievement Pooled Employer 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 348Employer EIN 59-3664112
Participants (2024): 504
Net assets (2024): $17.9 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: September 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	504	$17.9 million	not listed
2023	382	$6.0 million	not listed
2022	32	$15,551	not listed

Security 101 Holdings, LLC Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 342Employer EIN 59-3664112
Participants (2024): 465
Net assets (2024): $19.6 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	465	$19.6 million	not listed
2023	218	$7.8 million	not listed
2022	185	$4.1 million	not listed

HRD Pooled Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 352Employer EIN 59-3664112
Participants (2024): 418
Net assets (2024): $2.4 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2023

Plans merged into this one: HRD Pooled 401K Plan (2024).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	418	$2.4 million	not listed
2023	52	$81,192	not listed

J. Gregory Peo Pooled 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 347Employer EIN 59-3664112
Participants (2024): 385
Net assets (2024): $4.0 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Earlier sponsor: J. Gregory Peo, LLC (2022–2023).

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	385	$4.0 million	not listed
2023	15	$354,975	not listed
2022	14	$3,988	not listed

Waverly Advisors, LLC Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 339Employer EIN 59-3664112
Participants (2024): 345
Net assets (2024): $3.3 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Earlier plan names: River Capital Advisors, LC Pep.

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	345	$3.3 million	not listed
2023	273	$2.4 million	not listed
2022	238	$1.7 million	not listed

The Pinnacle Advisors Pooled Employer 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 353Employer EIN 59-3664112
Participants (2024): 206
Net assets (2024): $16.8 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: February 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	206	$16.8 million	not listed
2023	160	$12.6 million	not listed

Ascend Wealth Advisors Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 334Employer EIN 59-3664112
Participants (2024): 165
Net assets (2024): $9.5 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	165	$9.5 million	not listed
2023	126	$2.9 million	not listed
2022	107	$983,542	not listed
2021	35	$281,174	not listed

Princeton Financial Group Pooled 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 349Employer EIN 59-3664112
Participants (2024): 161
Net assets (2024): $265,830
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	161	$265,830	not listed
2023	121	$187,198	not listed
2022	33	$4,152	not listed

Cogent Bank Pooled 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 344Employer EIN 59-3664112
Participants (2024): 121
Net assets (2024): $2.9 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Earlier plan names: Cogent Bank Pooled 401(k) Plan.

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	121	$2.9 million	not listed
2023	91	$2.1 million	not listed

Aure Investments Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 358Employer EIN 59-3664112
Participants (2024): 117
Net assets (2024): $1.6 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2024

The Schulte & Co Pooled Employer 401(k) Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 355Employer EIN 59-3664112
Participants (2024): 112
Net assets (2024): $2.9 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: May 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	112	$2.9 million	not listed
2023	46	$2.0 million	not listed

Wealthquest 401(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 357Employer EIN 59-3664112
Participants (2024): 87
Net assets (2024): $7.3 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2024

Davis Capital Management Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 335Employer EIN 59-3664112
Participants (2024): 68
Net assets (2024): $954,580
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	68	$954,580	not listed
2023	39	$887,961	not listed
2022	85	$664,551	not listed
2021	116	$1.3 million	not listed

Otegrity Pooled 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 346Employer EIN 59-3664112
Participants (2024): 63
Net assets (2024): $109,218
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N, Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	63	$109,218	not listed
2023	105	$3.0 million	not listed
2022	18	$20,194	not listed

Salvus Wealth Pooled 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 350Employer EIN 59-3664112
Participants (2024): 61
Net assets (2024): $3.2 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	61	$3.2 million	not listed
2023	22	$1.1 million	not listed
2022	10	$4,893	not listed

Azzendo Pooled Employer 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 356Employer EIN 59-3664112
Participants (2024): 35
Net assets (2024): $5.9 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	35	$5.9 million	not listed
2023	5	$1.1 million	not listed

Coastal Wealth Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 340Employer EIN 59-3664112
Participants (2024): 27
Net assets (2024): $1.5 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	27	$1.5 million	not listed
2023	23	$1.1 million	not listed
2022	20	$745,569	not listed

Under Par Planning Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 59-3664112
Participants (2024): 27
Net assets (2024): $139,929
Plan administrator: Nesteggs Retirement Plan Services Inc
10407 Centurion Parkway North, Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	27	$139,929	not listed
2023	67	$70,318	not listed
2022	45	$26,898	not listed
2021	43	$9,172	not listed

Duran Business Group 401(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 359Employer EIN 59-3664112
Participants (2024): 26
Net assets (2024): $20,967
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2024

Nesteggs Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-3664112
Participants (2024): 24
Net assets (2024): $3.2 million
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2004

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	24	$3.2 million	not listed
2023	24	$2.8 million	not listed
2022	22	$2.3 million	not listed
2021	22	$2.7 million	not listed
2020	19	$2.0 million	not listed
2019	15	$2.0 million	not listed
2018	14	$2.8 million	not listed
2017	14	$3.0 million	not listed
2016	11	$2.6 million	not listed
2015	10	$2.1 million	not listed
2014	9	$1.9 million	not listed
2013	9	$1.6 million	not listed
2012	9	$1.1 million	not listed
2011	8	$779,116	not listed
2010	9	$697,180	not listed
2009	8	$463,173	not listed

HRD Pooled 401K Plan

401(k)Merged

Merged. In 2024 its assets moved to the HRD Pooled Retirement Savings Plan, sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan 352). Accounts moved with them, so that plan is the one to contact.

Plan number: 354Employer EIN 59-3664112
Participants (2023): 106
Net assets (2023): $550,282
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2024
In effect since: January 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	106	$550,282	not listed

Nesteggs Pooled 401(k) Plan

401(k)Merged

Merged. In 2023 its assets moved to the Nesteggs Master Pooled 401(k) Plan, sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan 337). Accounts moved with them, so that plan is the one to contact.

Plan number: 336Employer EIN 59-3664112
Participants (2022): 112
Net assets (2022): $775,103
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2023
In effect since: January 1, 2021

Earlier plan names: Nesteggs Pooled 401K Plan.

Year by year, 2021 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	112	$775,103	not listed
2021	13	$127,275	not listed

Solutions 4 Wealth Pep

401(k)Merged

Merged. In 2023 its assets moved to the Farther Pep, sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan 338). Accounts moved with them, so that plan is the one to contact.

Plan number: 341Employer EIN 59-3664112
Participants (2022): 20
Net assets (2022): $48,251
Plan administrator: Nesteggs Retirement Plan Services, Inc.
10407 Centurion Parkway N Suite 126
Jacksonville, FL 32256
(904) 348-3131As filed for 2023
In effect since: January 1, 2022

Year by year, 2022 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	20	$48,251	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((904) 348-3131). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 26 plans

Nesteggs Master Pooled 401(k) Plan

Cogent Bank Master Pooled 401(k) Plan for Cogent Bank

Farther Pep

Nesteggs Achievement Pooled Employer 401K Plan

Security 101 Holdings, LLC Pooled Employer Plan

HRD Pooled Retirement Savings Plan

J. Gregory Peo Pooled 401(k) Plan

Waverly Advisors, LLC Pep

The Pinnacle Advisors Pooled Employer 401(k) Plan

Ascend Wealth Advisors Pep

Princeton Financial Group Pooled 401K Plan

Cogent Bank Pooled 401K Plan

Aure Investments Pooled Employer Plan

The Schulte & Co Pooled Employer 401(k) Pep

Wealthquest 401(k) Pooled Employer Plan

Davis Capital Management Pep

Otegrity Pooled 401(k) Plan

Salvus Wealth Pooled 401(k) Plan

Azzendo Pooled Employer 401(k) Plan

Coastal Wealth Pep

Under Par Planning Pep

Duran Business Group 401(k) Pooled Employer Plan

Nesteggs Retirement Savings Plan

HRD Pooled 401K Plan

Nesteggs Pooled 401(k) Plan

Solutions 4 Wealth Pep

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in FL