Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FINWAY GROUP
EIN 42-1468222financial servicesLatest filing 2024
Plans
19
Retirement
19
$510.3M assets
Welfare
0
Participants
16,322
5625 MILLS CIVIC PARKWAY, SUITE 101 - WEST DES MOINES, IA 50266515-226-0974finwaygroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
19 filings#010401k-$146.2M - 6,773 part#016401k-$132.2M - 690 part#023401k-$41.2M - 605 part#022401k-$35.1M - 378 part#018401k-$30.7M - 1,910 part#011401k-$24.8M - 2,481 part#020401k-$23.9M - 430 part#015401k-$20.3M - 964 part#014401k-$15.8M - 251 part#012401k-$12.6M - 954 part#017401k-$9.8M - 157 part#021401k-$5.9M - 504 part#024401k-$4.5M - 24 part#027401k-$2.4M - 33 part#001401k-$1.3M - 27 part#032401k-$1.2M - 77 part#002CashBalance-$1.2M - 8 part#025401k-$948K - 27 part#029401k-$81K - 29 part
Retirement portfolio analytics
19 plans aggregated / $510.3M assets / 16,322 participantsParticipants by plan
Active + retired + deferred vested
- +13 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
THE ARCHITECT RETIREMENT PEP
401k
Assets$146.2M
Participants6,773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016
THE DENTISTS' GUILD RETIREMENT PROGRAM PEP
401k
Assets$132.2M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#023
THE ARTISAN 401(K) PEP
401k
Assets$41.2M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#022
WEALTHWISE RETIREMENT PLAN PEP
401k
Assets$35.1M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#018
MAI EPIC RETIREMENT PLAN
401k
Assets$30.7M
Participants1,910
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#011
HIGGINBOTHAM PEP
401k
Assets$24.8M
Participants2,481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
VISTA PLAN PEP
401k
Assets$23.9M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
MYPATH TO RETIRE 401(K) PLAN
401k
Assets$20.3M
Participants964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
TFP RETIREMENT PEP
401k
Assets$15.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
RETIREMINT PEP
401k
Assets$12.6M
Participants954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017
THE 401(K) MANEUVER POOLED EMPLOYER PLAN
401k
Assets$9.8M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021
FIDUCIARY FREEDOM RETIREMENT PLAN
401k
Assets$5.9M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024
WOODRUFF SAWYER PEP
401k
Assets$4.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#027
THE PRAIRIE PLANS RETIREMENT PEP
401k
Assets$2.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP
401k
Assets$1.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#032
APOLLON DYNAMIC RISK MANAGED PEP
401k
Assets$1.2M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE FINWAY GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025
THE BLUEPRINT 401(K)
401k
Assets$948K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029
THE LINEUP, A RETIREMENT SAVINGS PLAN
401k
Assets$81K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans19
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | THE ARCHITECT RETIREMENT PEP | 401k | $146.2M | 6,773 | 2024 | |
| 016 | THE DENTISTS' GUILD RETIREMENT PROGRAM PEP | 401k | $132.2M | 690 | 2024 | |
| 023 | THE ARTISAN 401(K) PEP | 401k | $41.2M | 605 | 2024 | |
| 022 | WEALTHWISE RETIREMENT PLAN PEP | 401k | $35.1M | 378 | 2024 | |
| 018 | MAI EPIC RETIREMENT PLAN | 401k | $30.7M | 1,910 | 2024 | |
| 011 | HIGGINBOTHAM PEP | 401k | $24.8M | 2,481 | 2024 | |
| 020 | VISTA PLAN PEP | 401k | $23.9M | 430 | 2024 | |
| 015 | MYPATH TO RETIRE 401(K) PLAN | 401k | $20.3M | 964 | 2024 | |
| 014 | TFP RETIREMENT PEP | 401k | $15.8M | 251 | 2024 | |
| 012 | RETIREMINT PEP | 401k | $12.6M | 954 | 2024 | |
| 017 | THE 401(K) MANEUVER POOLED EMPLOYER PLAN | 401k | $9.8M | 157 | 2024 | |
| 021 | FIDUCIARY FREEDOM RETIREMENT PLAN | 401k | $5.9M | 504 | 2024 | |
| 024 | WOODRUFF SAWYER PEP | 401k | $4.5M | 24 | 2024 | |
| 027 | THE PRAIRIE PLANS RETIREMENT PEP | 401k | $2.4M | 33 | 2024 | |
| 001 | THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | 401k | $1.3M | 27 | 2024 | |
| 032 | APOLLON DYNAMIC RISK MANAGED PEP | 401k | $1.2M | 77 | 2024 | |
| 002 | THE FINWAY GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 8 | 2024 | |
| 025 | THE BLUEPRINT 401(K) | 401k | $948K | 27 | 2024 | |
| 029 | THE LINEUP, A RETIREMENT SAVINGS PLAN | 401k | $81K | 29 | 2024 |
Retirement plans