THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k) Plan
What public Form 5500 filings show about the THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k) plan — and how to find and check your own account.
The THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k) on its latest Form 5500
THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY (EIN 16-0373410) reports THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $141.5M in plan assets across 658 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 THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY filing — schedules, fees, and providers.
Who runs the THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CANANDAIGUA NATIONAL BANK AND TRUST, FREED MAXICK CPAS PC, FREED MAXICK CPAS, BENEFIT MANAGEMENT.
How to check your THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY 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).