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THE FINWAY GROUP

EIN 42-1468222-financial services-Latest filing 2024
Plans
19
Retirement
19
$510.4M 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-$12.7M - 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 / $510.4M assets / 16,322 participants

Assets by plan

Share of aggregate retirement assets

29%top
  • ARCHITECT RETIREMENT PEP (#010)29%
  • RETIREMENT PROGRAM PEP (#016)26%
  • ARTISAN 401(K) PEP (#023)8%
  • RETIREMENT PLAN PEP (#022)7%
  • EPIC RETIREMENT PLAN (#018)6%
  • +3 more
Total $510.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ARCHITECT RETIREMENT PEP (#010)6,773
  • HIGGINBOTHAM PEP (#011)2,481
  • EPIC RETIREMENT PLAN (#018)1,910
  • TO RETIRE 401(K) (#015)964
  • RETIREMINT PEP (#012)954
  • RETIREMENT PROGRAM PEP (#016)690
  • +13 more
Total 16,322Click row to drill in

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
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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
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Retirement#020

VISTA PLAN PEP

401k

Assets$23.9M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#015

MYPATH TO RETIRE 401(K) PLAN

401k

Assets$20.3M
Participants964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#014

TFP RETIREMENT PEP

401k

Assets$15.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#012

RETIREMINT PEP

401k

Assets$12.7M
Participants954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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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
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Retirement#021

FIDUCIARY FREEDOM RETIREMENT PLAN

401k

Assets$5.9M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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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
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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
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Retirement#032

APOLLON DYNAMIC RISK MANAGED PEP

401k

Assets$1.2M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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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
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Retirement#025

THE BLUEPRINT 401(K)

401k

Assets$948K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#029

THE LINEUP, A RETIREMENT SAVINGS PLAN

401k

Assets$81K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans19

Plan #NameTypeAssetsParticipantsLatest year
010THE ARCHITECT RETIREMENT PEP401k$146.2M6,7732024
016THE DENTISTS' GUILD RETIREMENT PROGRAM PEP401k$132.2M6902024
023THE ARTISAN 401(K) PEP401k$41.2M6052024
022WEALTHWISE RETIREMENT PLAN PEP401k$35.1M3782024
018MAI EPIC RETIREMENT PLAN401k$30.7M1,9102024
011HIGGINBOTHAM PEP401k$24.8M2,4812024
020VISTA PLAN PEP401k$23.9M4302024
015MYPATH TO RETIRE 401(K) PLAN401k$20.3M9642024
014TFP RETIREMENT PEP401k$15.8M2512024
012RETIREMINT PEP401k$12.7M9542024
017THE 401(K) MANEUVER POOLED EMPLOYER PLAN401k$9.8M1572024
021FIDUCIARY FREEDOM RETIREMENT PLAN401k$5.9M5042024
024WOODRUFF SAWYER PEP401k$4.5M242024
027THE PRAIRIE PLANS RETIREMENT PEP401k$2.4M332024
001THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP401k$1.3M272024
032APOLLON DYNAMIC RISK MANAGED PEP401k$1.2M772024
002THE FINWAY GROUP, LLC CASH BALANCE PLANCashBalance$1.2M82024
025THE BLUEPRINT 401(K)401k$948K272024
029THE LINEUP, A RETIREMENT SAVINGS PLAN401k$81K292024
Retirement plans
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