· 2022–2024 · DOL EFAST2

TWO RIVERS INSURANCE GRP — TWO RIVERS INSURANCE GRP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250723121155NAL0001864387001

TWO RIVERS INSURANCE GRP

Form 5500-SF

FILING_RECEIVED

TWO RIVERS INSURANCE GRP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWO RIVERS INSURANCE GRP.

Plan sponsor

Name

TWO RIVERS INSURANCE GRP

EIN

27-4780550all filings

Address

340 STATE HIGHWAY 35 · RED BANK, NJ · 07701

Phone

(732) 747-6663

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STANDIFER INSURANCE AND FINANC

STANDIFER INSURANCE AND FINANC 401(K) PROFIT SHARING PLAN & TRUST

$59K · 8 participants

SRQ WEALTH MANAGEMENT

SRQ WEALTH MANAGEMENT 401(K) P/S PLAN

$59K · 5 participants

WILLIAMSON INSURANCE

WILLIAMSON INSURANCE SOCA BENEFIT PLAN

$59K · 15 participants

IRA S ILOWITE PROFIT SHARING PLAN

$59K · 1 participants

JOAN SCHLERETH INSURANCE AGENCY

JOAN SCHLERETH INSURANCE AGENCY 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.