Charter Oak Financial, Inc. 401(k) Plan
What public Form 5500 filings show about the Charter Oak Financial, Inc. 401(k) plan — and how to find and check your own account.
The Charter Oak Financial, Inc. 401(k) on its latest Form 5500
Charter Oak Financial, Inc. (EIN 20-8742915) reports CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.2M in plan assets across 80 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 Financial, Inc. filing — schedules, fees, and providers.
Who runs the Charter Oak Financial, Inc. 401(k)?
Charter Oak Financial, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Charter Oak Financial, Inc.HR for the recordkeeper’s name and login.
How to check your Charter Oak Financial, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Charter Oak Financial, Inc. 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).