The Finway Group's EIN is 42-1468222.
Download the official 2024 Form 5500 (PDF) for The Finway Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Finway Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | OTHER, ADVISOR | $58K | — |
| CERITY PARTNERS RETIREMENT | — | NEW YORK, NY | INVESTMENT ADVISOR | $16K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $143.7M | 98.3% | |
| BLACKROCK EAFE EQUITY INDEX FEE CI AST WILMINGTON TRUST · EIN 38-7213421 / PN 007 | Master Trust | — | — | $23.0M | 15.7% |
| Direct comp |
|---|
| Indirect comp |
|---|
| THE FINWAY GROUP | — | WEST DES MOINES, IA | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INV. MGMT | — | SANTA BARBARA, CA | INVEST. ADV. | $45K | — |
| BROKERS INTL | — | URBANDALE, IA | INV ADV | $17K | — |
| OLSEN THIELEN | — | ST. PAUL, MN | OTHER | $14K | — |
| BENEFIT TRUST CO. | — | OVERLAND PARK, KS | OTHER | $6K | — |
