Original filing (PDF)20250609145926NAL0023719232001

CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY

Name: CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY — CANANDAIGUA INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

CANANDAIGUA INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY.

Plan sponsor

Name

CANANDAIGUA INSURANCE AGENCY, LLC DBA CANANDAIGUA INSURANCE AGENCY

EIN

20-2679390all filings

Address

470 SOUTH PEARL ST. · CANANDAIGUA, NY · 14424

Phone

(585) 394-5544

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator