Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Two Rivers Financial Group Inc.
EIN 42-1337121financial servicesLatest filing 2025
Plans
4
Retirement
2
$25.6M assets
Health & Benefits
2
$116K premiums
Participants
528
222 NORTH MAIN STREET, PO BOX 728 - BURLINGTON, IA 526010728319-753-9100tworiversfinancialgroup.comLinkedIn201-500 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $25.6M assets / 381 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- AMERICAN TRUST COMPANY$23.0M
- (Not disclosed)$2.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $116K premiums / 147 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$14K
- Long-term disability$7K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401(k)
Assets$23.0M
Participants225
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.6M
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
TWO RIVERS FINANCIAL GROUP, INC. GROUP TERM LIFE INSURANCE
Fully insured - STANDARD INSURANCE COMPANY
Premiums$90K
Covered lives147
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
TWO RIVERS FINANCIAL GROUP, INC. VISION PLAN
Fully insured - VISION SERVICE PLAN
Premiums$27K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401(k) | $23.0M | 225 | 2025 |
| #001 | TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 156 | 2025 |
- #002 · 401(k) · 2025225
- #001 · ESOP · 2025156
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | TWO RIVERS FINANCIAL GROUP, INC. GROUP TERM LIFE INSURANCE | Fully insured | STANDARD INSURANCE COMPANY | $90K | 147 | 2025 |
| #503 | TWO RIVERS FINANCIAL GROUP, INC. VISION PLAN | Fully insured | VISION SERVICE PLAN | $27K | 0 | 2025 |
- #502 · Fully insured · STANDARD INSURANCE COMPANY · 2025147
- #503 · Fully insured · VISION SERVICE PLAN · 20250
Retirement plans
Health & Benefits plans