# Two Rivers Financial Group, INC. DC Plan
Source: https://planprovider.pro/companies/two-rivers-financial-group-inc-plan-001

> Two Rivers Financial Group, INC.'s DC plan: 127 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 NORTH MAIN STREET, BURLINGTON, IA, 52601

- **Plan Type:** DC

- **Total Participants:** 127

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|127|$3.3M|$95,397|$0|

| 2023|128|$4.0M|$99,396|$0|

| 2022|139|$4.3M|$95,469|$0|

## 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|$16,525|—|—|—|—|

| 2023|$2,423|—|—|—|—|

| 2022|—|—|—|—|—|

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