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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | — | NEW YORK, NY | INVESTMENT ADVISOR | $23K | — |
| EEMPOWER ADVISORY GROUP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $20.1M | 98.8% | |
| BLACKROCK LIFEPATH IDX 2055 FUND FE GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $2.9M | 14.2% | |
| BLACKROCK LIFEPATH IDX 2045 FUND FE GREAT GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.6M | 12.8% | |
| BLACKROCK LIFEPATH IDX 2060 FUND FE GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $2.1M | 10.4% | |
| BLACKROCK LIFEPATH IDX 2050 FUND FE GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $1.9M | 9.3% | |
| BLACKROCK LIFEPATH IDX 2040 FUND FE GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.3M | 6.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $840K | 4.1% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $600K | 2.9% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $559K | 2.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $481K | 2.4% | |
| STATE ST S&P MIDCAP INDX SL C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $83K | 0.4% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $13K | <0.1% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $12K | <0.1% | |
| STATE ST GBL ALLCP EQ EX-US IDX CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $4K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $124 | <0.1% |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $59K | — |
