Employer · plans filed under one EIN
The Finway Group
West Des Moines, IA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
12 retirement plans with 100 or more participants file Form 5500 under The Finway Group's employer identification number (West Des Moines, Iowa). Their latest filings total 16,097 participant records and $244M in net assets.
The largest is The Architect Retirement PEP, a 401(k) plan with 6,773 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $10.6M and participant contributions $27.4M in the latest plan years; benefits paid were $26.8M. Schedule C compensation reported to service provider organisations totalled $655K.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The Architect Retirement PEP | 401(k) plan | 2024 | 6,773 | $146M | $21,591 | $956 | $109K |
| Higginbotham PEP | 401(k) plan | 2024 | 2,481 | $24.8M | $10,012 | $380 | $0 |
| Mai Epic Retirement Plan | 401(k) plan | 2024 | 1,910 | — | — | — | $0 |
| Mypath to Retire 401(k) Plan | 401(k) plan | 2024 | 964 | $20.3M | $21,032 | $672 | $132K |
| Retiremint PEP | 401(k) plan | 2024 | 954 | $12.7M | $13,307 | $1,033 | $187K |
| The Dentists' Guild Retirement Program PEP | 401(k) plan | 2024 | 690 | — | — | — | $0 |
| The Artisan 401(k) PEP | 401(k) plan | 2024 | 605 | — | — | — | $0 |
| Fiduciary Freedom Retirement Plan | 401(k) plan | 2024 | 504 | — | — | — | $0 |
| Vista Plan PEP | 401(k) plan | 2024 | 430 | $23.9M | $55,575 | $4,341 | $127K |
| Wealthwise Retirement Plan PEP | 401(k) plan | 2024 | 378 | — | — | — | $0 |
| TFP Retirement PEP | 401(k) plan | 2024 | 251 | $15.8M | $62,954 | $2,471 | $100K |
| The 401(k) Maneuver Pooled Employer Plan | 401(k) plan | 2024 | 157 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 12 | 16,097 | $244M | $10.6M | $27.4M |
| 2023 | 7 | 7,444 | $26.3M | $495K | $1.1M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| The Finway Group | Contract Administrator | 5 | $249,430 |
| Greenline Wealth Management | Investment advisory (plan) | 1 | $87,309 |
| Robert W Baird & Co. Incorporated | Investment advisory (plan) | 1 | $83,052 |
| World Investment Advisors | Investment advisory (plan) | 1 | $57,543 |
| The Hays Financial Group | Investment advisory (plan) | 1 | $33,405 |
| Empower Annuity Insurane Company | — | 1 | $27,278 |
| Mma Securities | Investment advisory (plan) | 1 | $23,024 |
| Eempower Advisory Group | Investment management | 1 | $22,604 |
| Empower Advisory Group, LLC | Investment management | 2 | $17,205 |
| Brokers Intl | Investment advisory (plan) | 1 | $16,852 |
| Cerity Partners Retirement | Investment advisory (plan) | 1 | $16,112 |
| Envestnet Retirement Solutions | — | 1 | $8,506 |
| Cota Street Investment Management | Investment management | 1 | $6,398 |
| Benefit Trust Co. | — | 1 | $5,982 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does The Finway Group have?
12 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Architect Retirement PEP, Higginbotham PEP, Mai Epic Retirement Plan and Mypath to Retire 401(k) Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does The Finway Group contribute to its plans?
$10,638,507 in employer contributions across these plans in their latest plan years, about $717 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name The Finway Group, Greenline Wealth Management, Robert W Baird & Co. Incorporated and World Investment Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.