What public Form 5500 filings show about the Charter One, LLC 401(k) plan — and how to find and check your own account.
Charter One, LLC (EIN 82-3735558) reports CHARTER ONE 401(K) PLAN on its most recent Form 5500, with $23.2M in plan assets across 3,141 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 One, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charter One, LLC 401(k).
