The Canandaigua National Bank And Trust Company 401(k) Plan: Login, Facts & Contact Information
The Canandaigua National Bank And Trust Company 401(k) Login
114 former The Canandaigua National Bank And Trust Company employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Canandaigua National Bank And Trust Company 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $8.62 million went into the plan in contributions, $3.65 million of it from the employer (42%).
- $14.8 million was paid out to participants.
- Investment and other income added $15.8 million.
- Administrative expenses were $116,048, about $159 per account.
How the The Canandaigua National Bank And Trust Company 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 637 | $105.5 million | $4.00 million | $5.85 million |
| 2020 | 649 | $118.2 million | $4.30 million | $6.30 million |
| 2021 | 673 | $133.8 million | $4.70 million | $9.28 million |
| 2022 | 731 | $114.4 million | $4.30 million | $7.52 million |
| 2023 | 802 | $131.9 million | $4.30 million | $9.49 million |
| 2024 | 840 | $141.5 million | $3.65 million | $14.8 million |
The Canandaigua National Bank And Trust Company 401(k) Contact Information
Questions about the The Canandaigua National Bank And Trust Company 401(k)
Does The Canandaigua National Bank And Trust Company contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $3.65 million in employer contributions for plan year 2024.
Does the The Canandaigua National Bank And Trust Company 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Canandaigua National Bank And Trust Company 401(k) plan?
840 participants at the start of plan year 2024, 658 of them active employees, and 114 former employees who still had money in the plan.
What is the average 401(k) balance at The Canandaigua National Bank And Trust Company?
About $194,111 per account: $141.5 million in plan assets across 729 accounts with a balance at the end of plan year 2024.
Who manages the The Canandaigua National Bank And Trust Company 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Canandaigua National Bank And Trust Company. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services 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.