Rev. May 11, 2026
| FACTS | WHAT DOES NESTEGGS RETIREMENT PLAN SERVICES, INC. DO WITH YOUR PERSONAL INFORMATION? |
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? |
The types of personal information we collect and share depend on the type of engagement you have with us. This information can include:
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| How? | All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons clients choose to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, share with non-affiliated third parties that perform accounting, custodial, recordkeeping, or administrative services related to your account, share with governmental regulatory authorities upon request, share with law enforcement pursuant to a legal subpoena, dispute, litigation or fraud prevention, or as otherwise permitted by law | Yes | No |
| For our marketing purposes — to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
| Questions? | Call (904) 348-3131 or email [email protected]. |
| What we do | |
| How does NestEggs Retirement Plan Services, Inc. protect my personal information? | We maintain a written information security program with administrative, technical, and physical safeguards designed to comply with applicable federal and state law, including the Securities and Exchange Commission’s Regulation S-P and the Gramm-Leach-Bliley Act. |
| How does NestEggs Retirement Plan Services, Inc. collect my personal information? |
We collect your personal information, for example, when you:
|
| Why can’t I limit all sharing? |
Federal law gives you the right to limit only:
|
| Definitions | |
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. NestEggs Retirement Plan Services, Inc. has no affiliates. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates we share with can include service providers that perform accounting, custodial, recordkeeping, or administrative services for your account. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. NestEggs Retirement Plan Services, Inc. does not engage in joint marketing. |
| Other Important Information | |
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Online activity. This Privacy Policy describes how we handle nonpublic personal information collected through our advisory and recordkeeping services. Personal information collected through our website is addressed in our separate Online Privacy Notice, available at policies.nesteggs401k.com. State residents. Florida residents: We comply with the Florida Information Protection Act, including its requirement to notify affected Florida residents of certain security breaches. California residents: To the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to information we collect about you, you may have rights to know about, access, correct, or delete certain personal information, and to limit the use of sensitive personal information. Personal information collected and processed by NestEggs Retirement Plan Services, Inc. in connection with services subject to the Gramm-Leach-Bliley Act is generally exempt from these rights. Vermont residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by Vermont law, unless you authorize us to make those disclosures. Nevada residents: Nevada law gives you the right to direct us not to make certain disclosures of your personal information. To submit such a request, contact us using the information above. Changes to this Notice. We may amend this Privacy Policy from time to time. The most current version is available at www.nesteggs401k.com and will be provided to clients as required by law. |
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Rev. May 11, 2026
This Online Privacy Notice describes how NestEggs Retirement Plan Services, Inc. (“NestEggs,” “we,” or “us”) handles personal information collected through www.nesteggs401k.com (the “website”). Personal information collected in connection with our investment advisory and retirement plan recordkeeping services is addressed in our Privacy Policy above.
Information you provide. When you use a contact form or otherwise communicate with us through the website, you may provide your name, email address, phone number, and the contents of your message. This information is voluntary; you are not required to provide it to visit the website.
Information collected automatically. When you visit the website, we and our service providers may collect technical information such as your IP address, browser type, pages viewed, and date and time of access, using cookies and similar technologies.
We use the information described above to:
We use the Google Ads remarketing service to display advertisements on third-party websites, including Google search results and sites in the Google Display Network, to individuals who have previously visited the website. Google and other third-party vendors use cookies to serve ads based on past visits. Any data collected through this service is used in accordance with this Online Privacy Notice and Google’s privacy policy at policies.google.com/privacy.
You can manage how Google personalizes ads to you at adssettings.google.com. To prevent the remarketing tag from collecting information from your browser, you can use browser controls to block third-party cookies or use a tracking-prevention browser extension.
We may share information collected through the website with:
We do not sell personal information collected through the website.
The website is not directed at children under the age of 13, and we do not knowingly collect personal information from children under 13.
We may update this Online Privacy Notice from time to time. The most current version will be posted on this page with the revision date shown at the top.
For questions about this Privacy Policy or Online Privacy Notice, contact:
NestEggs Retirement Plan Services, Inc.
Phone: (904) 348-3131
Email: [email protected]
