Two Rivers Financial Group Inc. 401(k) Plan: Login, Facts & Contact Information

Two Rivers Financial Group Inc. 401(k) Plan Facts

Plan name
TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TWO RIVERS FINANCIAL GROUP INC.
Participants
271 (159 active employees)
Former employees with a balance
69
Plan assets
$23,345,774 at Dec 31, 2024
Average account balance
$101,064 across 231 accounts
Employer contributions
$579,342 in plan year 2024 (37% of all contributions)
Recordkeeper
American Trust Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.55 million went into the plan in contributions, $579,342 of it from the employer (37%).
  • $4.59 million was paid out to participants.
  • Investment and other income added $3.05 million.
  • Administrative expenses were $55,827, about $242 per account.

How the Two Rivers Financial Group Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019336$22.3 million$827,466$4.18 million
2020359$22.9 million$797,661$4.05 million
2021346$18.8 million$578,792$8.14 million
2022325$16.1 million$602,964$1.40 million
2023307$23.5 million$629,967$2.23 million
2024271$23.3 million$579,342$4.59 million

Two Rivers Financial Group Inc. 401(k) Contact Information

Phone
319-753-9129
Mailing address
222 N MAIN ST PO BOX 728, BURLINGTON IA 526010728
Plan sponsor
TWO RIVERS FINANCIAL GROUP INC.
Employer identification number (EIN)
42-1337121
Plan number
002

Questions about the Two Rivers Financial Group Inc. 401(k)

Does Two Rivers Financial Group Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $579,342, 37% of all contributions.

Does the Two Rivers Financial Group Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Two Rivers Financial Group Inc 401(k) plan?

271 participants at the start of plan year 2024, 159 of them active employees, and 69 former employees who still had money in the plan.

What is the average 401(k) balance at Two Rivers Financial Group Inc?

About $101,064 per account: $23.3 million in plan assets across 231 accounts with a balance at the end of plan year 2024.

Who manages the Two Rivers Financial Group Inc 401(k) accounts?

AMERICAN TRUST COMPANY is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Two Rivers Financial Group Inc. How do I access my 401(k)?

Your account stays with AMERICAN TRUST COMPANY after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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