401k Lookup

Finway Group 401(k) and retirement plans

The Finway Group, West Des Moines, IA. EIN 42-1468222. Annual reports 2022–2025. Also filed as The Finway Group, LLC; The Finway Group - Vista.

The Finway Group has 42 active retirement plans on file. The largest is the Rockefeller 401(k) Pooled Employer Plan, with 1,202 participants and $30.6 million in assets in 2025. No traditional pension plan appears in Finway Group's filings since 2022.

Active plans
42
Participants
18,158
Plan assets
$566 million
401(k) recordkeeper
Empower
Plans on file
42
Industry
Professional services

All 42 plans

Active plans first

Rockefeller 401(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
041Employer EIN 42-1468222
Participants (2025)
1,202
Net assets (2025)
$30.6 million
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
December 1, 2024
Year by year, 2024 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20251,202$30.6 millionnot listed
20240$0not listed

The Artisan 403(b) Pep

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
042Employer EIN 42-1468222
Participants (2025)
31
Net assets (2025)
$3,569
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
November 1, 2023

Commerce Street Capital Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
019Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
August 1, 2023
Year by year, 2023 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20250$0not listed
20240$0not listed
20230$0not listed

Hogan Financial Group Pooled Employer Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
026Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
February 1, 2024
Year by year, 2024 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20250$0not listed
20240$0not listed

Cgo Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
056Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
October 2, 2025

Thrive Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
048Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
June 1, 2025

DSG Pinnacle Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
045Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
February 7, 2025

Independent Suppliers Group Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
059Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
December 20, 2025

Nextera 401(k) Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
054Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
August 15, 2025

Automotive Preferred Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
055Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
September 1, 2025

Associated Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
050Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
June 1, 2025

Prosperity Pooled Employer Plan 401(k)

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
052Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
July 9, 2025

The Advo(k)ate Paradigm Pep

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
053Employer EIN 42-1468222
Participants (2025)
0
Net assets (2025)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2025
In effect since
July 15, 2025

The Architect Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
010Employer EIN 42-1468222
Participants (2024)
6,773
Net assets (2024)
$146 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
May 1, 2022
Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,773$146 millionnot listed
20232,732$38.1 millionnot listed
202259$59,520not listed

Higginbotham Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
011Employer EIN 42-1468222
Participants (2024)
2,481
Net assets (2024)
$24.8 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
August 1, 2022
Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,481$24.8 millionnot listed
20232,754$16.5 millionnot listed
20220$0not listed

Mai Epic Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
018Employer EIN 42-1468222
Participants (2024)
1,910
Net assets (2024)
$30.7 million
Plan administrator
The Finway Group, LLC
5625 Mills Civic Parkway, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
May 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,910$30.7 millionnot listed
202385$4.5 millionnot listed

Mypath to Retire 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
015Employer EIN 42-1468222
Participants (2024)
964
Net assets (2024)
$20.3 million
Recordkeeper
Empower2023–2024
Plan administrator
The Finway Group
5625 Mills Civic Parkway, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
February 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024964$20.3 millionEmpower
2023558$13.6 millionEmpower

Retiremint Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
012Employer EIN 42-1468222
Participants (2024)
954
Net assets (2024)
$12.7 million
Plan administrator
The Finway Group, LLC
5625 Mills Civic Parkway, Suite 101
West Des Moine, IA 50266
(515) 226-0974As filed for 2024
In effect since
September 1, 2022
Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024954$12.7 millionnot listed
2023893$9.9 millionnot listed
20220$0not listed

The Dentists' Guild Retirement Program Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
016Employer EIN 42-1468222
Participants (2024)
690
Net assets (2024)
$132 million
Plan administrator
The Finway Group
5625 Mills Civic Parkway, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
May 1, 2023

The Artisan 401(k) Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
023Employer EIN 42-1468222
Participants (2024)
605
Net assets (2024)
$41.2 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
November 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024605$41.2 millionnot listed
20230$0not listed

Fiduciary Freedom Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
021Employer EIN 42-1468222
Participants (2024)
504
Net assets (2024)
$5.9 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
September 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024504$5.9 millionnot listed
20230$0not listed

Vista Plan Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
020Employer EIN 42-1468222
Participants (2024)
430
Net assets (2024)
$23.9 million
Plan administrator
The Finway Group - Vista
5625 Mills Civic Parkway, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
August 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024430$23.9 millionnot listed
2023168$11.1 millionnot listed

Wealthwise Retirement Plan Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
022Employer EIN 42-1468222
Participants (2024)
378
Net assets (2024)
$35.1 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
November 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024378$35.1 millionnot listed
20230$0not listed

TFP Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
014Employer EIN 42-1468222
Participants (2024)
251
Net assets (2024)
$15.8 million
Plan administrator
The Finway Group
5625 Mills Civic Parkway, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
January 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024251$15.8 millionnot listed
2023222$12.7 millionnot listed

The 401(k) Maneuver Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
017Employer EIN 42-1468222
Participants (2024)
157
Net assets (2024)
$9.8 million
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
May 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024157$9.8 millionnot listed
2023117$5.6 millionnot listed

Apollon Dynamic Risk Managed Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
032Employer EIN 42-1468222
Participants (2024)
77
Net assets (2024)
$1.2 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
August 1, 2024

The Prairie Plans Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
027Employer EIN 42-1468222
Participants (2024)
33
Net assets (2024)
$2.4 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
May 1, 2024

The Lineup, a Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
029Employer EIN 42-1468222
Participants (2024)
29
Net assets (2024)
$80,689
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
July 1, 2024

The Blueprint 401(k)

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
025Employer EIN 42-1468222
Participants (2024)
27
Net assets (2024)
$947,579
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
December 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202427$947,579not listed
20230$0not listed

Woodruff Sawyer Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
024Employer EIN 42-1468222
Participants (2024)
24
Net assets (2024)
$4.5 million
Plan administrator
The Finway Group
5625 Mills Civic Pkwy
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
December 1, 2023
Year by year, 2023 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202424$4.5 millionnot listed
20230$0not listed

Secure Your Future 403(b)

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
034Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
August 1, 2024

Retirement Builders Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
038Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
October 1, 2024

Plans merged into this one: Quality Family 401(k) Plan (2025).

The Accelerated Retirement Advantage Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
036Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
September 1, 2024

Cerity Partners Retirement Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
037Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
October 1, 2024

Secure Your Future 401(k)

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
033Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
August 1, 2024

Bright Future 401(k) Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
030Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
July 1, 2024

401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
039Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
October 1, 2024

Plantogether Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
043Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group, LLC
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
December 25, 2024

Bright Future 403(b) Pep

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
031Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
July 1, 2024

PRG Retirement Plan Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
035Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
September 1, 2024

The 401(k) Advantage Pep

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
040Employer EIN 42-1468222
Participants (2024)
0
Net assets (2024)
$0
Plan administrator
The Finway Group
5625 Mills Civic Pkwy, Suite 101
West Des Moines, IA 50266
(515) 226-0974As filed for 2024
In effect since
December 1, 2024

Proretire Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number
013Employer EIN 42-1468222
Participants (2023)
638
Net assets (2023)
$27.3 million
Plan administrator
The Finway Group
5625 Mills Civic Parkway
West Des Moines, IA 50266
(515) 226-0974As filed for 2023
In effect since
November 15, 2022
Year by year, 2022 to 2023
Plan yearParticipantsNet assetsRecordkeeper
2023638$27.3 millionnot listed
20220$0not listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Mypath to Retire 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((515) 226-0974). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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