The Canandaigua National Bank And Trust Company Profit Sharing And 401(k) Plan
Sponsored by The Canandaigua National Bank And Trust Company · EIN 160373410 · Plan #001
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 658
- With balances
- 729
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $95,048 |
| Freed Maxick Cpas Pc | Accounting | $21,000 |
| Canandaigua National Bank And Trust | Trustee (institutional) | $0 |