Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TWO RIVER BENEFITS CONSULTANTS, LLC
EIN 51-0424144insuranceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TWO RIVER BENEFITS CONSULTANTS, LLC 401K PROFIT SHARING PLAN
401k
Assets$2.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TWO RIVER BENEFITS CONSULTANTS, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$310K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TWO RIVER BENEFITS CONSULTANTS, LLC 401K PROFIT SHARING PLAN | 401k | $2.4M | 6 | 2024 | |
| 002 | TWO RIVER BENEFITS CONSULTANTS, LLC DEFINED BENEFIT PLAN | CashBalance | $310K | 4 | 2024 |
Retirement plans