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 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.
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.
