AUMdb

The Canandaigua National Bank And Trust Company Employee Stock Ownership Plan

Sponsored by Canandaigua National Bank And Trust Company · EIN 160373410 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
671
With balances
791

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Freed Maxick, Cpas Accounting, Direct payment from the plan $13,000
Benefit Management Inc Plan administrator, Recordkeeping, Recordkeeping fees $8,776