CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY 401(k) Plan
What public Form 5500 filings show about the CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY 401(k) plan — and how to find and check your own account.
The CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY 401(k) on its latest Form 5500
CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY (EIN 20-2679390) reports CANANDAIGUA INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $746K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY filing — schedules, fees, and providers.
Who runs the CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY 401(k)?
CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCYHR for the recordkeeper’s name and login.
How to check your CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).