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NestEggs

EST. AUM
$911,259,019

CONTACTS
3

CLIENT ACCOUNTS
759

Firm Details

Metro area Jacksonville
CRD Number 133507
Website nesteggs401k.com
Client types

Overview

NestEggs supports RIAs in entering the 401(k) and pension plan market by offering solutions for challenges related to infrastructure, technology, fiduciary responsibilities, and participant management. The company provides white-labeled Pooled Employer Plans (PEPs) to assist RIAs in managing these plans efficiently.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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