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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2000
- Office Locations
- 5
Office Locations
About Nesteggs, Inc.
NestEggs is a bundled TPA, open-architecture recordkeeper, and RIA that custom-builds and operates 401(k), pension, MEP and PEP plans. It provides ERISA 3(16) fiduciary administration and 3(38) discretionary investment management, with low-cost lineups, payroll integration, and enrollment/education technology. Partners can white-label its RK+TPA+RIA ecosystem for PEPs; NestEggs focuses only on plan assets and uses transparent, no-commission fees.
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Owner & Executives
KEVIN BROOKS CHEEZUM
Chief Compliance Officer, President
- CRD
- #4736471
- Ownership
- 25% but less than 50%
Alexander Bullock Jenkins
CHIEF REVENUE OFFICER, Principal
- CRD
- #6998053
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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IRENE ADELMAN
Vice President
- CRD
- #5447576
Jason Robert Bak
Associate
- CRD
- #7295238
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $822,869,070 | $1,139,708 |
| Non-Discretionary | $88,389,949 | $2,388,918 |
| Total | $911,259,019 | $1,200,605 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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