# Two Rivers Financial Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/two-rivers-financial-group-inc-401k-plan

> Two Rivers Financial Group INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Two Rivers Financial Group INC.

- **Sponsor EIN:** 421337121

- **Sponsor Address:** 222 N MAIN ST, BURLINGTON, IA, 526010728

- **Plan Type:** 401(k)

- **Total Participants:** 159

- **Total Assets:** $23.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|159|$23.3M|$579,342|$973,998|

| 2023|170|$23.5M|$629,967|$1.1M|

| 2022|181|$16.1M|$602,964|$994,895|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MENKE & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$55,827|—|—|—|—|

| 2023|$63,101|—|—|—|—|

| 2022|$28,648|—|—|—|—|

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