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  2. The Finway Group
  • Retirement analytics
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  • Retirement plans

Filings through Oct 24, 2026.

The Finway Group

EIN 42-1468222-financial services-Latest filing 2025
Plans
36
Retirement
36
$1.99B assets
Health & Benefits
0
Participants
44,026
5625 MILLS CIVIC PARKWAY, SUITE 101 - WEST DES MOINES, IA 50266515-226-0974finwaygroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
36 filings
#010401(k)-$334.0M - 8,994 part#039401(k)-$310.9M - 3,039 part#016401(k)-$147.6M - 586 part#022401(k)-$118.3M - 1,318 part#023401(k)-$110.9M - 3,010 part#024401(k)-$110.2M - 872 part#020401(k)-$94.3M - 576 part#018401(k)-$75.9M - 1,910 part#011401(k)-$71.2M - 5,246 part#015401(k)-$69.4M - 3,027 part#036401(k)-$66.6M - 1,117 part#044401(k)-$57.6M - 568 part#027401(k)-$54.5M - 269 part#013401(k)-$46.2M - 775 part#012401(k)-$41.9M - 1,605 part#030401(k)-$38.7M - 1,849 part#051401(k)-$37.8M - 734 part#041401(k)-$30.6M - 1,202 part#035401(k)-$23.7M - 163 part#043401(k)-$23.7M - 243 part#017401(k)-$16.5M - 223 part#014401(k)-$15.8M - 251 part#032401(k)-$13.9M - 716 part#021401(k)-$13.8M - 414 part#033401(k)-$13.2M - 295 part#038401(k)-$12.8M - 2,750 part#049401(k)-$12.7M - 167 part#037401(k)-$12.0M - 309 part#034Profit-sharing-$5.4M - 432 part#029401(k)-$3.9M - 392 part#057401(k)-$3.1M - 127 part#031Profit-sharing-$2.7M - 740 part#001401(k)-$1.5M - 28 part#002Cash balance-$1.4M - 15 part#025401(k)-$1.3M - 33 part#042Profit-sharing-$4K - 31 part+30 more plans

Retirement portfolio analytics

36 plans aggregated / $1.99B assets / 44,026 participants

Assets by plan

Share of aggregate retirement assets

  • ARCHITECT RETIREMENT PEP (#010)$334.0M
  • 401(K) RETIREMENT Savings (#039)$310.9M
  • RETIREMENT PROGRAM PEP (#016)$147.6M
  • RETIREMENT PLAN PEP (#022)$118.3M
  • ARTISAN 401(K) PEP (#023)$110.9M
  • WOODRUFF SAWYER PEP (#024)$110.2M
  • +30 more
Total $1.99BSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ARCHITECT RETIREMENT PEP (#010)8,994
  • HIGGINBOTHAM PEP (#011)5,246
  • 401(K) RETIREMENT Savings (#039)3,039
  • TO RETIRE 401(K) (#015)3,027
  • ARTISAN 401(K) PEP (#023)3,010
  • POOLED EMPLOYER PLAN (#038)2,750
  • +30 more
Total 44,026Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#010

THE ARCHITECT RETIREMENT PEP

401(k)

Assets$334.0M
Participants8,994
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#039

401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$310.9M
Participants3,039
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#016

THE DENTISTS' GUILD RETIREMENT PROGRAM PEP

401(k)

Assets$147.6M
Participants586
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

WEALTHWISE RETIREMENT PLAN PEP

401(k)

Assets$118.3M
Participants1,318
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#023

THE ARTISAN 401(K) PEP

401(k)

Assets$110.9M
Participants3,010
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#024

WOODRUFF SAWYER PEP

401(k)

Assets$110.2M
Participants872
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#020

VISTA PLAN PEP

401(k)

Assets$94.3M
Participants576
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

MAI EPIC RETIREMENT PLAN

401(k)

Assets$75.9M
Participants1,910
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011

HIGGINBOTHAM PEP

401(k)

Assets$71.2M
Participants5,246
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015

MYPATH TO RETIRE 401(K) PLAN

401(k)

Assets$69.4M
Participants3,027
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#036

THE ACCELERATED RETIREMENT ADVANTAGE PEP

401(k)

Assets$66.6M
Participants1,117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#044

MHN POOLED RETIREMENT PLAN

401(k)

Assets$57.6M
Participants568
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#027

THE PRAIRIE PLANS RETIREMENT PEP

401(k)

Assets$54.5M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#013

PRORETIRE SAVINGS PLAN

401(k)

Assets$46.2M
Participants775
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#012

RETIREMINT PEP

401(k)

Assets$41.9M
Participants1,605
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#030

BRIGHT FUTURE 401(K) PEP

401(k)

Assets$38.7M
Participants1,849
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#051

VENTUREPATH 401(K)

401(k)

Assets$37.8M
Participants734
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#041

ROCKEFELLER 401(K) POOLED EMPLOYER PLAN

401(k)

Assets$30.6M
Participants1,202
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#035

PRG RETIREMENT PLAN PEP

401(k)

Assets$23.7M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#043

PLANTOGETHER PEP

401(k)

Assets$23.7M
Participants243
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#017

THE 401(K) MANEUVER POOLED EMPLOYER PLAN

401(k)

Assets$16.5M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#014

TFP RETIREMENT PEP

401(k)

Assets$15.8M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#032

APOLLON DYNAMIC RISK MANAGED PEP

401(k)

Assets$13.9M
Participants716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#021

FIDUCIARY FREEDOM RETIREMENT PLAN

401(k)

Assets$13.8M
Participants414
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033

SECURE YOUR FUTURE 401(K)

401(k)

Assets$13.2M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#038

RETIREMENT BUILDERS POOLED EMPLOYER PLAN

401(k)

Assets$12.8M
Participants2,750
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#049

EVERGREEN NATIONAL PEP

401(k)

Assets$12.7M
Participants167
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#037

CERITY PARTNERS RETIREMENT PEP

401(k)

Assets$12.0M
Participants309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#034

SECURE YOUR FUTURE 403(B)

Profit-sharing

Assets$5.4M
Participants432
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#029

THE LINEUP, A RETIREMENT SAVINGS PLAN

401(k)

Assets$3.9M
Participants392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#057

FOCUS RETIREMENT PLAN

401(k)

Assets$3.1M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#031

BRIGHT FUTURE 403(B) PEP

Profit-sharing

Assets$2.7M
Participants740
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP

401(k)

Assets$1.5M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE FINWAY GROUP, LLC CASH BALANCE PLAN

Cash balance

Assets$1.4M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#025

THE BLUEPRINT 401(K)

401(k)

Assets$1.3M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#042

THE ARTISAN 403(B) PEP

Profit-sharing

Assets$4K
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

36 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#010THE ARCHITECT RETIREMENT PEP401(k)$334.0M8,9942025
#039401(K) RETIREMENT SAVINGS PLAN401(k)$310.9M3,0392025
#016THE DENTISTS' GUILD RETIREMENT PROGRAM PEP401(k)$147.6M5862025
#022WEALTHWISE RETIREMENT PLAN PEP401(k)$118.3M1,3182025
#023THE ARTISAN 401(K) PEP401(k)$110.9M3,0102025
#024WOODRUFF SAWYER PEP401(k)$110.2M8722025
#020VISTA PLAN PEP401(k)$94.3M5762025
#018MAI EPIC RETIREMENT PLAN401(k)$75.9M1,9102025
#011HIGGINBOTHAM PEP401(k)$71.2M5,2462025
#015MYPATH TO RETIRE 401(K) PLAN401(k)$69.4M3,0272025
#036THE ACCELERATED RETIREMENT ADVANTAGE PEP401(k)$66.6M1,1172025
#044MHN POOLED RETIREMENT PLAN401(k)$57.6M5682025
#027THE PRAIRIE PLANS RETIREMENT PEP401(k)$54.5M2692025
#013PRORETIRE SAVINGS PLAN401(k)$46.2M7752025
#012RETIREMINT PEP401(k)$41.9M1,6052025
#030BRIGHT FUTURE 401(K) PEP401(k)$38.7M1,8492025
#051VENTUREPATH 401(K)401(k)$37.8M7342025
#041ROCKEFELLER 401(K) POOLED EMPLOYER PLAN401(k)$30.6M1,2022025
#035PRG RETIREMENT PLAN PEP401(k)$23.7M1632025
#043PLANTOGETHER PEP401(k)$23.7M2432025
#017THE 401(K) MANEUVER POOLED EMPLOYER PLAN401(k)$16.5M2232025
#014TFP RETIREMENT PEP401(k)$15.8M2512024
#032APOLLON DYNAMIC RISK MANAGED PEP401(k)$13.9M7162025
#021FIDUCIARY FREEDOM RETIREMENT PLAN401(k)$13.8M4142025
#033SECURE YOUR FUTURE 401(K)401(k)$13.2M2952025
#038RETIREMENT BUILDERS POOLED EMPLOYER PLAN401(k)$12.8M2,7502025
#049EVERGREEN NATIONAL PEP401(k)$12.7M1672025
#037CERITY PARTNERS RETIREMENT PEP401(k)$12.0M3092025
#034SECURE YOUR FUTURE 403(B)Profit-sharing$5.4M4322025
#029THE LINEUP, A RETIREMENT SAVINGS PLAN401(k)$3.9M3922025
#057FOCUS RETIREMENT PLAN401(k)$3.1M1272025
#031BRIGHT FUTURE 403(B) PEPProfit-sharing$2.7M7402025
#001THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP401(k)$1.5M282025
#002THE FINWAY GROUP, LLC CASH BALANCE PLANCash balance$1.4M152025
#025THE BLUEPRINT 401(K)401(k)$1.3M332025
#042THE ARTISAN 403(B) PEPProfit-sharing$4K312025
  • THE ARCHITECT RETIREMENT PEP$334.0M
    #010 · 401(k) · 20258,994
  • 401(K) RETIREMENT SAVINGS PLAN$310.9M
    #039 · 401(k) · 20253,039
  • THE DENTISTS' GUILD RETIREMENT PROGRAM PEP$147.6M
    #016 · 401(k) · 2025586
  • WEALTHWISE RETIREMENT PLAN PEP$118.3M
    #022 · 401(k) · 20251,318
  • THE ARTISAN 401(K) PEP$110.9M
    #023 · 401(k) · 20253,010
  • WOODRUFF SAWYER PEP$110.2M
    #024 · 401(k) · 2025872
  • VISTA PLAN PEP$94.3M
    #020 · 401(k) · 2025576
  • MAI EPIC RETIREMENT PLAN$75.9M
    #018 · 401(k) · 20251,910
  • HIGGINBOTHAM PEP$71.2M
    #011 · 401(k) · 20255,246
  • MYPATH TO RETIRE 401(K) PLAN$69.4M
    #015 · 401(k) · 20253,027
  • THE ACCELERATED RETIREMENT ADVANTAGE PEP$66.6M
    #036 · 401(k) · 20251,117
  • MHN POOLED RETIREMENT PLAN$57.6M
    #044 · 401(k) · 2025568
  • THE PRAIRIE PLANS RETIREMENT PEP$54.5M
    #027 · 401(k) · 2025269
  • PRORETIRE SAVINGS PLAN$46.2M
    #013 · 401(k) · 2025775
  • RETIREMINT PEP$41.9M
    #012 · 401(k) · 20251,605
  • BRIGHT FUTURE 401(K) PEP$38.7M
    #030 · 401(k) · 20251,849
  • VENTUREPATH 401(K)$37.8M
    #051 · 401(k) · 2025734
  • ROCKEFELLER 401(K) POOLED EMPLOYER PLAN$30.6M
    #041 · 401(k) · 20251,202
  • PRG RETIREMENT PLAN PEP$23.7M
    #035 · 401(k) · 2025163
  • PLANTOGETHER PEP$23.7M
    #043 · 401(k) · 2025243
  • THE 401(K) MANEUVER POOLED EMPLOYER PLAN$16.5M
    #017 · 401(k) · 2025223
  • TFP RETIREMENT PEP$15.8M
    #014 · 401(k) · 2024251
  • APOLLON DYNAMIC RISK MANAGED PEP$13.9M
    #032 · 401(k) · 2025716
  • FIDUCIARY FREEDOM RETIREMENT PLAN$13.8M
    #021 · 401(k) · 2025414
  • SECURE YOUR FUTURE 401(K)$13.2M
    #033 · 401(k) · 2025295
  • RETIREMENT BUILDERS POOLED EMPLOYER PLAN$12.8M
    #038 · 401(k) · 20252,750
  • EVERGREEN NATIONAL PEP$12.7M
    #049 · 401(k) · 2025167
  • CERITY PARTNERS RETIREMENT PEP$12.0M
    #037 · 401(k) · 2025309
  • SECURE YOUR FUTURE 403(B)$5.4M
    #034 · Profit-sharing · 2025432
  • THE LINEUP, A RETIREMENT SAVINGS PLAN$3.9M
    #029 · 401(k) · 2025392
  • FOCUS RETIREMENT PLAN$3.1M
    #057 · 401(k) · 2025127
  • BRIGHT FUTURE 403(B) PEP$2.7M
    #031 · Profit-sharing · 2025740
  • THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP$1.5M
    #001 · 401(k) · 202528
  • THE FINWAY GROUP, LLC CASH BALANCE PLAN$1.4M
    #002 · Cash balance · 202515
  • THE BLUEPRINT 401(K)$1.3M
    #025 · 401(k) · 202533
  • THE ARTISAN 403(B) PEP$4K
    #042 · Profit-sharing · 202531
Retirement plans

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