Original filing (PDF)20230222093145NAL0028812371001

MANUFACTURERS AND TRADERS TRUST CO.

Name: MANUFACTURERS AND TRADERS TRUST CO. — PEOPLE'S UNITED BANK, N.A. 401(K) EMPLOYEE SAVINGS PLAN, Form 5500 (2022)
Creator: MANUFACTURERS AND TRADERS TRUST CO.

Form 5500

FILING_RECEIVED

PEOPLE'S UNITED BANK, N.A. 401(K) EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

16 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANUFACTURERS AND TRADERS TRUST CO..

Plan sponsor

Name

MANUFACTURERS AND TRADERS TRUST CO.

EIN

16-0538020

Address

ONE M AND T PLAZA · BUFFALO, NY · 14203

Phone

(716) 842-5746

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

M&T BANK EMPLOYEE BENEFIT PLANS COMMITTEE

EIN

16-0538020

City

BUFFALO, NY

Phone

(716) 842-5746

Plan characteristics

Plan number

011

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-12

Filed

2023-02-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$264K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$84K	—

Investments

16 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	$0	—
TRP GRTH STK TRUST B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013	Common Collective Trust	$0	—
TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$0	—
FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	$0	—
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$0	—
TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	$0	—
AM CENT MID CAP VAL SEI TRUST COMPANY · EIN 26-3761443 / PN 009	Common Collective Trust	$0	—
TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$0	—
TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$0	—