Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › The Finway Group
The Finway Group
- Service provider, as named on Schedule C
- EIN 421468222
- Plan year 2024
- Direct compensation reported $210,805
Assets of those plans
$170,597,583
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$210,805
90% 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 code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 7 |
| 15 | Recordkeeping and information management | 2 |
| 37 | Participant loan processing | 2 |
| 64 | Recordkeeping fees | 2 |
| 49 | Other services | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Truenorth Companies, L.C. 401(k) Planrecordkeeper | Truenorth Companies L.C. | $62,478,291 | 402 | $1,353 |
| Galloway & Company, Inc. 401(k) Plan | Galloway | $29,278,412 | 377 | $25,424 |
| Concord, USA, LLC 401(k) Plan | Concord USA | $18,858,204 | 417 | $35,281 |
| Everystep 401(k) Plan | Visiting Nurse Services of Iowa DBA Everystep | $16,136,668 | 454 | $0 |
| Retiremint PEP | Finway Group | $12,694,971 | 759 | $93,608 |
| Lean Techniques Inc 401(k) Planrecordkeeper | Lean Techniques | $10,960,638 | 147 | $3,796 |
| Mail Services, LLC 401(k) Retirement Plan | Mail Services | $8,213,633 | 140 | $8,856 |
| First Mainstreet Insurance, L.C. 401(k) Plan | First Mainstreet Insurance L.C. | $6,671,078 | 0 | $14,733 |
| Intouchcx US 401(k) Plan | Intouchcx US | $4,015,884 | 209 | $25,879 |
| The Architect 401(k) Plan - Lexington Square 401(k) Plan | Lexington Square | $1,289,804 | 66 | $1,875 |
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.