Michael Vanderford signed Two Rivers Financial Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Two Rivers Financial Group Inc.'s EIN is 42-1337121.
Download the official 2024 Form 5500 (PDF) for Two Rivers Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Two Rivers Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $56K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $7.4M | 31.6% | |
| Fidelity 500 index fund | Common Collective Trusts | — | — | $3.5M | 14.8% | |
| American Trust Company ATDynamic Aggressive | Common Stocks | — | — | $2.6M | 11.2% | |
| American Trust Company ATDynamic Moderately Aggressive | Common Stocks | — | — | $2.1M | 9.1% | |
| T Rowe Price Large cap growth fund | Mutual Funds | — | — | $1.7M | 7.3% | |
| Vanguard Targeted Retirement 2025 fund | Mutual Funds | — | — | $1.6M | 7.0% | |
| American Trust Company ATDynamic Moderately Conservative | Common Stocks | — | — | $1.3M | 5.8% | |
| American Trust Company ATDynamic Moderate | Common Stocks | — | — | $1.3M | 5.4% | |
| American Trust Company Stable value | Stable Value | — | — | $1.2M | 5.3% | |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| Vanguard Targeted Retirement 2035 fund | Mutual Funds | — | — | $995K | 4.3% | |
| T Rowe Price Mid cap growth fund | Mutual Funds | — | — | $858K | 3.7% | |
| Fidelity Mid cap index fund | Common Collective Trusts | — | — | $850K | 3.6% | |
| Vanguard Targeted Retirement 2030 fund | Mutual Funds | — | — | $781K | 3.3% | |
| Vanguard Explorer Admiral fund | Mutual Funds | — | — | $621K | 2.7% | |
| American Funds Balanced fund | Mutual Funds | — | — | $495K | 2.1% | |
| Various Individually directed brokerage accounts 2 Blackrock High yield bond fund | Self-Directed Brokerage | — | — | $381K | 1.6% | |
| Dodge & Cox Stock fund | Mutual Funds | — | — | $328K | 1.4% | |
| MFS Instl International equity fund | Mutual Funds | — | — | $310K | 1.3% | |
| Participant Notes Receivable Participant notes receivable - 4.25% to 9.50% | Bonds / Notes | — | — | $293K | 1.3% | |
| Vanguard Targeted Retirement 2040 fund | Mutual Funds | — | — | $288K | 1.2% | |
| Fidelity US bond index fund | Common Collective Trusts | — | — | $282K | 1.2% | |
| Vanguard Targeted Retirement 2055 fund | Mutual Funds | — | — | $224K | 1.0% | |
| Vanguard Targeted Retirement 2045 fund | Mutual Funds | — | — | $197K | 0.8% | |
| Loomis Sayles Core plus bond fund | Other securities | — | — | $190K | 0.8% | |
| Victory Sycamore Established value | Other securities | — | — | $176K | 0.8% | |
| Dimensional Fund Advisors US targeted value portfolio fund | Mutual Funds | — | — | $158K | 0.7% | |
| Templeton Foreign equity | Mutual Funds | — | — | $135K | 0.6% | |
| Vanguard Targeted Retirement 2050 fund | Mutual Funds | — | — | $121K | 0.5% | |
| Vanguard Targeted Retirement 2060 fund | Mutual Funds | — | — | $100K | 0.4% | |
| Vanguard Targeted Retirement 2065 fund | Mutual Funds | — | — | $79K | 0.3% | |
| Fidelity Small cap index fund | Common Collective Trusts | — | — | $50K | 0.2% | |
| Fidelity International index fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| American Trust Company ATDynamic Conservative | Common Stocks | — | — | $13K | <0.1% | |
| Vanguard Targeted Retirement 2070 fund | Mutual Funds | — | — | $12K | <0.1% |
