Charter Oak Financial Incorporated 401(k) Profit Sharing Plan
401(k) retirement plan · Charter Oak Financial, Inc.'s Charter Oak Financial Incorporated 401(k) Profit Sharing Plan held $13.2M in plan assets for 80 participants in 2025.
Active participants
80
Accounts w/ balance
94
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
Plan health score
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
41
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTER OAK FINANCIAL, INC..
