Canaccord Genuity Llc 401(k) Plan: Login, Facts & Contact Information

Canaccord Genuity Llc 401(k) Plan Facts

Plan name
CANACCORD GENUITY LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CANACCORD GENUITY LLC
Participants
591 (377 active employees)
Former employees with a balance
212
Plan assets
$110,546,160 at Dec 31, 2024
Average account balance
$202,837 across 545 accounts
Employer contributions
$1,469,882 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1981
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.13 million went into the plan in contributions, $1.47 million of it from the employer (18%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $17.1 million.
  • Administrative expenses were $71,456, about $131 per account.

How the Canaccord Genuity Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019440$58.9 million$1.15 million$1.44 million
2020480$72.5 million$1.26 million$3.50 million
2021482$89.7 million$1.29 million$1.82 million
2022510$77.0 million$1.57 million$4.47 million
2023590$96.0 million$1.48 million$5.90 million
2024591$110.5 million$1.47 million$10.6 million

Canaccord Genuity Llc 401(k) Contact Information

Phone
212-389-8113
Mailing address
535 MADISON AVENUE, NY NY 10022
Plan sponsor
CANACCORD GENUITY LLC
Employer identification number (EIN)
20-0779566
Plan number
002

Questions about the Canaccord Genuity Llc 401(k)

Does Canaccord Genuity Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.47 million, 18% of all contributions.

Does the Canaccord Genuity Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Canaccord Genuity Llc 401(k) plan?

591 participants at the start of plan year 2024, 377 of them active employees, and 212 former employees who still had money in the plan.

What is the average 401(k) balance at Canaccord Genuity Llc?

About $202,837 per account: $110.5 million in plan assets across 545 accounts with a balance at the end of plan year 2024.

Who manages the Canaccord Genuity Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Canaccord Genuity Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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