What public Form 5500 filings show about the Upstate Niagara Cooperative, Inc. 401(k) plan — and how to find and check your own account.
Upstate Niagara Cooperative, Inc. (EIN 16-0845625) reports UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN on its most recent Form 5500, with $143.6M in plan assets across 1,310 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 Upstate Niagara Cooperative, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Upstate Niagara Cooperative, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB INVESTMENT MGMT, PRUDENTIAL INSURANCE CO, ADP BROKER-DEALER, PRUDENTIAL TRUST CO.
