The Finway Group, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Finway Group, LLC (EIN 42-1468222) is a plan sponsor located in West Des Moines, IA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-1468222
- Location
- West Des Moines, IA
- Loaded plans
- 15
- Total reported participants
- 5,450
- Total reported plan assets (EOY)
- $139,346,540
- Plans with financial data
- 14
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Architect Retirement Pep | 010 | 1,520 | $38,147,120 | 2023 |
| Proretire Savings Plan | 013 | 498 | $27,256,003 | 2023 |
| Higginbotham Pep | 011 | 2,311 | $16,514,756 | 2023 |
| Mypath To Retire 401(K) Plan | 015 | 311 | $13,644,262 | 2023 |
| Tfp Retirement Pep | 014 | 151 | $12,690,803 | 2023 |
| Vista Plan Pep | 020 | 160 | $11,131,634 | 2023 |
| Retiremint Pep | 012 | 499 | $9,868,633 | 2023 |
| The 401(K) Maneuver Pooled Employer Plan | 017 | 0 | $5,618,268 | 2023 |
| Mai Epic Retirement Plan | 018 | 0 | $4,475,061 | 2023 |
| Fiduciary Freedom Retirement Plan | 021 | 0 | $0 | 2023 |
| Wealthwise Retirement Plan Pep | 022 | 0 | $0 | 2023 |
| The Artisan 401(K) Pep | 023 | 0 | $0 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Architect Retirement Pep | 1,520 | I | 20241008180712NAL0008640003001 |
| 2023 | Mypath To Retire 401(K) Plan | 311 | H, C | 20241014120603NAL0052165506001 |
| 2023 | Woodruff Sawyer Pep | 0 | I | 20241014140448NAL0027505985001 |
| 2023 | Vista Plan Pep | 160 | I | 20241014141950NAL0013439459001 |
| 2023 | Higginbotham Pep | 2,311 | I | 20241014143816NAL0026431761001 |
| 2023 | Proretire Savings Plan | 498 | I | 20241014145544NAL0044979040001 |
| 2023 | The Artisan 401(K) Pep | 0 | I | 20241014172202NAL0013680659001 |
| 2023 | Fiduciary Freedom Retirement Plan | 0 | I | 20241014173051NAL0027987425001 |