NestEggs Retirement Plan Services
Investment Management • 
Jacksonville, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 10407 Centurion Pkwy N, Ste 126, Jacksonville, Florida 32256, US |
| Phone number | +19043483136 |
| Website | |
| NAICS | 5231 |
| SIC | 637 |
| Keywords | Investment Management, Profit Sharing, Defined Benefit Plans, Retirement Benefits, Defined Contribution Plans, Cash Balance Plans, 401(K) Retirement Plans, Fully Bundled Services, Safe Harbor 401(K) |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
Key Contacts at NestEggs Retirement Plan Services
Jim Hallberg
Compliance Director
Lantz A. Martin
Director Of Financial Planning
Jason Bak
Consulting Director
Kevin Cress
Director Of Client Experience
Stephen Quinn
Director Of Implementations And Client Service
Rob Slimmon
Co-Founder
NestEggs Retirement Plan Services Email Formats
NestEggs Retirement Plan Services uses 4 email formats. The most common is {first initial} (e.g., j@nesteggs401k.com), used 55.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@nesteggs401k.com | 55.2% |
{first name} | john@nesteggs401k.com | 31% |
{first initial}{last name} | jdoe@nesteggs401k.com | 6.9% |
{first name}{last name} | johndoe@nesteggs401k.com | 6.9% |
About NestEggs Retirement Plan Services
NestEggs is an SEC-Registered Investment Adviser (RIA), Open Architecture Record Keeper and Third Party Administrator offering the bundled design, implementation, administration and investment management of retirement plans while serving as ERISA 3(16), 3(21), and 3(38) Fiduciaries. We specialize in 401(k), Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), 403bs and other qualified retirement plans. Our founder Rob Slimmon is the author of renowned retirement plan design textbooks and contributes to industry publications in addition to speaking at professional societies and industry conferences. We place great emphasis on customizing a qualified plan to meet the tax objectives of the firm it serves. Headquartered in Jacksonville, Florida, NestEggs works with small-to-medium size privately held businesses ranging from startups to companies with up to 10,000 employees, throughout 26 U.S. States from the east coast to west coast. We offer a broad spectrum of options and services to accommodate our clients’ specific objectives in this ever changing economy.
NestEggs Retirement Plan Services revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
NestEggs Retirement Plan Services has 18 employees across 9 departments.
Departments
Number of employees
Funding Data
NestEggs Retirement Plan Services has never raised funding before.
NestEggs Retirement Plan Services Tech Stack
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Frequently asked questions
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