What public Form 5500 filings show about the Financial Institutions, Inc. 401(k) plan — and how to find and check your own account.
Financial Institutions, Inc. (EIN 16-0816610) reports FINANCIAL INSTITUTIONS, INC. 401(K) PLAN on its most recent Form 5500, with $71.0M in plan assets across 594 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 Financial Institutions, Inc. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Financial Institutions, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, NEW YORK BANKERS ASSOCIATION, EXCELLUS BLUECROSS BLUESHIELD, SUN LIFE AND HEALTH INSURANCE CO, JPMORGAN CHASE BANK N A, STATE STREET.
