What public Form 5500 filings show about the Evans Bank, N.A. 401(k) plan — and how to find and check your own account.
Evans Bank, N.A. (EIN 16-0426523) reports EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN on its most recent Form 5500, with $38.3M in plan assets across 266 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 Evans Bank, N.A. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Evans Bank, N.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, CBIZ INVESTMENT ADVISORY SERVI.
