What public Form 5500 filings show about the Legal Aid Society of Rochester, Inc. 401(k) plan — and how to find and check your own account.
Legal Aid Society of Rochester, Inc. (EIN 16-0743070) reports THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN on its most recent Form 5500, with $8.1M in plan assets across 119 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 Legal Aid Society of Rochester, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Legal Aid Society of Rochester, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CANANDAIGUA NATIONAL BANK AND TRUST, EMPOWER ADVISORY GROUP.
