401k Record

Providers › The Finway Group LLC

The Finway Group LLC

Plans listing this provider

38

0.07% of the 56,420 plans with Schedule H financials; 30 in 2023

Assets of those plans

$808,891,195

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,337,285

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
13Contract administrator34
99Other fees7

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
The Architect Retirement PEPFinway Group $146,238,1892,988$11,450
Hudson Automotive Group 401(k) Retirement PlanHudson Automotive Group $92,286,924616$346,657
Shepherd Insurance, LLC 401(k) PlanShepherd Insurance $55,664,402580$13,410
BRR Architecture, Inc. Profit Sharing 401(k) PlanBRR Architecture $40,814,551377$14,949
Marshalltown Company 401(k) Savings PlanMarshalltown $37,140,713661$49,623
The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc.Keystone Consolidated Industries $35,732,520354$61,822
The Stephens Group, LLC 401(k) PlanStephens Group $32,979,822112$4,365
Evans General Contractors, LLC 401(k) PlanEvans General Contractors $32,751,565482$30,785
Succession Capital, Inc. 401(k) PlanSuccession Capital $25,366,911408$2,044
Vista Plan PEPFinway Group $23,897,249391$35,023
Mypath to Retire 401(k) PlanFinway Group $20,275,065723$58,745
California Association of Winegrape Growers Retirement Plan and TrustCalifornia Association of Winegrape Growers $19,983,718358$9,124
Lone Star Communications, Inc. 401(k) Profit Sharing PlanLone Star Communications $19,137,518257$44,430
Fox River Mills 401(k) PlanFRM Socks $17,066,7780$5,903
Bob Brown Chevrolet, Inc. Profit Sharing PlanBob Brown Chevrolet $16,603,632242$22,006
Cusb Bank 401(k) Profit Sharing Plan & TrustCusb Bank $16,168,523127$2,567
Semrush, Inc. 401(k) Profit Sharing PlanSemrush $16,167,497415$8,420
Dan Deery Motor Co. Profit Sharing PlanDan Deery Motor $15,863,0070$18,838
TFP Retirement PEPFinway Group $15,801,532240$49,143
Martin Retirement Savings PlanMartin Tractor Inc. D/B/A Martin $15,758,9520$23,731
Wild Rose Entertainment, LLLP 401(k) PlanKirke Financial Services $15,503,510418$47,067
Continuum Advantage, LLC 401(k) PlanContinuum Advantage $14,312,674244$5,953
The Architect 401(k)plan - Housby Mack, IncHousby Mack $12,213,736266$33,209
Power Sales & Advertising, Inc. 401(k) PlanPower Sales & Advertising $10,026,069213$21,985
Aptum Technologies (USA) Inc. 401(k) Savings PlanAptum Technologies (USA) $9,609,793155$9,628

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.