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TWO RIVERS FINANCIAL GROUP, INC. — TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260128152032NAL0004707776001
TWO RIVERS FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 2.4 mo
100% in single holding
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
175
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TWO RIVERS FINANCIAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
TWO RIVERS FINANCIAL GROUP, INC.
EIN
42-1337121
Address
222 NORTH MAIN STREET · PO BOX 728 · BURLINGTON, IA · 52601
Phone
(319) 753-9100
Industry
Commercial Banking
· Finance & Insurance
see 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
2026-01-28
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MENKE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $3.1M
(96% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Two Rivers Financial Group, Inc.
—
61,754
$889K
$3.1M
95.7%
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Knocking points off
Filed 2.4 months past the 10.5-month grace window.
Top holding "Two Rivers Financial Group, Inc." is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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