Filings through .
The Finway Group
Matched across 6 name variants in the filings
The Finway Group summary
The Finway Group appears on 72 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.4B in assets for 52,381 participants. The median client plan holds $18.7M. Most client plans are sponsored in IA, CA and KS. The largest clients by plan assets are The Finway Group and Supplyone, Inc.. Plans reported $4.0M in direct and indirect compensation paid to The Finway Group. The median is $19K per plan.
- Participants
- 52,381
- Median plan assets
- $18.7M
- Median plan participants
- 348
- Median fees per plan
- $19K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- IAParticipants 8,994
- Supplyone, Inc.$152MPAParticipants 3,082
- IAParticipants 586
- SCParticipants 3,166
- IAParticipants 1,318
- ILParticipants 697
- IAParticipants 576
- IAParticipants 5,246
- IAParticipants 455
- IAParticipants 3,027
- Shepherd Insurance, LLC$68.0MINParticipants 686
- KSParticipants 903
- IAParticipants 568
- One Voice Central Texas$50.5MTXParticipants 2,375
- BRR Architecture, Inc.$46.8MKSParticipants 406
- GAParticipants 690
- IAParticipants 775
- ALParticipants 1,173
- IAParticipants 1,605
- Marshalltown Company$39.7MIAParticipants 732
- The Stephens Group, LLC$39.1MARParticipants 150
- IAParticipants 734
- Lumin Digital, Inc.$36.6MCAParticipants 265
- ILParticipants 310
- Galloway & Company, LLC$34.4MCOParticipants 397
Top client states
- IA39 plans
- CA4 plans
- KS4 plans
- IL3 plans
- MN3 plans
Frequently asked questions
- Who uses The Finway Group?
- 72 retirement plans list The Finway Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Finway Group, Supplyone, Inc. and Hudson Automotive Group. Most client plans are sponsored in IA, CA and KS.
- How many plans does The Finway Group serve?
- The Finway Group serves 72 retirement plans with $2.4B in plan assets and 52,381 participants, based on the latest Form 5500 filings through 2024.
- What does The Finway Group charge?
- Plans reported $4.0M in total Schedule C compensation paid to The Finway Group. The median plan paid $19K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name The Finway Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 1 |
Target-date series
| Series | Plans |
|---|---|
| SSgA Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.