Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
The Finway Group LLC
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 47 retirement plans with 100 or more participants reported paying The Finway Group LLC $5,000 or more. Those plans cover 29,092 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $67.44 per participant, with the middle half of plans between $27.86 and $99.45. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Iowa (30), Illinois (2) and South Carolina (2).
In 2014 it appeared on 6 such filings; in 2024, 47. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $27.86 | $67.44 | $99.45 |
| Compensation as a share of plan net assets | 0.06% | 0.17% | 0.29% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Architect Retirement PEP | The Finway Group | IA | 6,773 | $146M | $13K |
| Hudson Automotive Group 401(k) Retirement Plan | Hudson Automotive Group | SC | 3,354 | $92.3M | $347K |
| Abcm Corporation 401(k) Profit Sharing Plan | Abcm Corporation | IA | 2,366 | $6.1M | $230K |
| California Association of Winegrape Growers Retirement Plan and Trust | California Association of Winegrape Growers | IA | 1,508 | $20.0M | $9,124 |
| Intouchcx US 401(k) Plan | Intouchcx US, Inc. | AZ | 1,024 | $4.0M | $26K |
| Mypath to Retire 401(k) Plan | The Finway Group | IA | 964 | $20.3M | $59K |
| Retiremint PEP | The Finway Group, LLC | IA | 954 | $12.7M | $94K |
| Marshalltown Company 401(k) Savings Plan | Marshalltown Company | IA | 690 | $37.1M | $50K |
| Succession Capital, Inc. 401(k) Plan | Succession Capital, Inc. | CA | 688 | $25.4M | $2,044 |
| Shepherd Insurance, LLC 401(k) Plan | Shepherd Insurance, LLC | IN | 595 | $55.7M | $13K |
| Evans General Contractors, LLC 401(k) Plan | Evans General Contractors, LLC | GA | 512 | $32.8M | $31K |
| Wild Rose Entertainment, LLLP 401(k) Plan | Kirke Financial Services, L.L.C. | IA | 467 | $15.5M | $47K |
| Everystep 401(k) Plan | Visiting Nurse Services of Iowa, DBA Everystep | IA | 454 | $16.1M | $57K |
| Semrush, Inc. 401(k) Profit Sharing Plan | Semrush, Inc. | MA | 432 | $16.2M | $8,420 |
| Vista Plan PEP | The Finway Group - Vista | IA | 430 | $23.9M | $35K |
| Concord, USA, LLC 401(k) Plan | Concord, USA, LLC | MN | 427 | $18.9M | $35K |
| Martin Retirement Savings Plan | Martin Tractor, Inc. d/b/a Martin | IL | 404 | $15.8M | $24K |
| Truenorth Companies, L.C. 401(k) Plan | Truenorth Companies, L.C. | IA | 402 | $62.5M | $1,353 |
| Knoxville Hospital and Clinics Tax Sheltered Annuity Plan | Knoxville Hospital and Clinics | IA | 393 | $17.3M | $49K |
| BRR Architecture, Inc. Profit Sharing 401(k) Plan | BRR Architecture, Inc. | IA | 388 | $40.8M | $15K |
| The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc. | Keystone Consolidated Industries, Inc. | IL | 386 | $35.7M | $62K |
| Friendship Haven, Inc. Employees' Pension Plan | Friendship Haven, Inc. | IA | 381 | $6.1M | $26K |
| Galloway & Company, LLC 401(k) Plan | Galloway & Company, LLC | CO | 377 | $29.3M | $25K |
| Earl May Seed & Nursery LC Profit Sharing and Retirement Savings Program | Earl May Seed & Nursery LC | IA | 338 | $6.8M | $21K |
| Bob Brown Chevrolet, Inc. Profit Sharing Plan | Bob Brown Chevrolet, Inc. | IA | 291 | $16.6M | $22K |
| The Architect 401(K)PLAN - Housby Mack, Inc. | Housby Mack, Inc. | IA | 275 | $12.2M | $33K |
| Continuum Advantage, LLC 401(k) Plan | Continuum Advantage, LLC | IA | 269 | $14.3M | $5,953 |
| Lone Star Communications, Inc. 401(k) Profit Sharing Plan | Lone Star Communications, Inc. | TX | 263 | $19.1M | $44K |
| TFP Retirement PEP | The Finway Group | IA | 251 | $15.8M | $49K |
| Mail Services, LLC 401(k) Retirement Plan | Mail Services, LLC | IA | 244 | $8.2M | $8,856 |
| Talk to Me Technologies 401(k) Plan | Talk to Me Technologies | IA | 244 | $2.2M | $5,390 |
| Healthier You, Financial Wellness 401(k) Plan | Titan Development and Investments, Inc. | MN | 221 | $6.1M | $18K |
| Power Sales & Advertising, Inc. 401(k) Plan | Power Sales & Advertising, Inc. | KS | 219 | $10.0M | $22K |
| First Mainstreet Insurance, L.C. 401(k) Plan | First Mainstreet Insurance, L.C. | IA | 188 | $6.7M | $18K |
| Woodruff Construction Employees Profit Sharing 401(k) Plan & Trust | Woodruff Construction, Inc. | IA | 182 | $8.3M | $18K |
| Kooima Company, LLC 401(k) Plan | Kooima Company, LLC | IA | 174 | $7.9M | $5,297 |
| Bristol Id Technologies 401(k) Profit Sharing Plan | Bristol Graphics, Inc. DBA Bristol Id Technologies, Inc. | NY | 172 | $5.1M | $7,456 |
| Lean Techniques Inc. 401(k) Plan | Lean Techniques, Inc. | IA | 155 | $11.0M | $3,796 |
| Aptum Technologies (USA) Inc. 401(k) Savings Plan | Aptum Technologies (USA) Inc. | — | 155 | $9.6M | $19K |
| Fox River Mills 401(k) Plan | FRM Socks LLC | IA | 151 | $17.1M | $5,903 |
Questions and answers
How many plans does The Finway Group LLC serve?
47 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay The Finway Group LLC?
The median plan reported $67.44 per participant in direct and indirect compensation (47 plans reporting an amount), or 0.17% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (40 plans), Recordkeeping and information management (2 plans), Participant loan processing (2 plans) and Other services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.