AUMdb

Two Rivers Financial Group 401(k) Profit Sharing Plan

Sponsored by Two Rivers Financial Group Inc. · EIN 421337121 · Plan #002

Total assets
$23.3M
Net assets
$23.3M
Active participants
159
With balances
231

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Trust Company Recordkeeping, Consulting (general), Custodial (securities) $55,827