CHARTER OAK FEDERAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the CHARTER OAK FEDERAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The CHARTER OAK FEDERAL CREDIT UNION 401(k) on its latest Form 5500
CHARTER OAK FEDERAL CREDIT UNION (EIN 06-0659509) reports CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN on its most recent Form 5500, with $34.3M in plan assets across 154 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CHARTER OAK FEDERAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the CHARTER OAK FEDERAL CREDIT UNION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CHARTER OAK FEDERAL CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, ANGELL PENSION GROUP.
How to check your CHARTER OAK FEDERAL CREDIT UNION 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask CHARTER OAK FEDERAL CREDIT UNION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).