NESTEGGS, INC.

Legal name: NESTEGGS RETIREMENT PLAN SERVICES, INC.

CRD 133507File 801-63869

APPROVED

Retail clients

Custody

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$911.3M

Above cohort median (national)

Discretionary AUM

$822.9M

Non-discretionary $88.4M

Clients

616

759 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Feb 10, 2005
Principal office: 10407 CENTURION PARKWAY NORTH, SUITE 126, JACKSONVILLE, FL, 32256
Phone: 904-348-3131
Website: HTTPS://WWW.NESTEGGS401K.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $911.3M
Discretionary AUM: $822.9M
Non-discretionary AUM: $88.4M
Discretionary accounts: 722
Non-discretionary accounts: 37
Total accounts: 759
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	38	$95.9M
Pension and profit sharing plans	443	$795.2M
Individuals (other than high net worth individuals)	135	$20.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.