How big is Charter Oak Capital Management LLC's plan?

Charter Oak Capital Management LLC's plan reported $9.7M in assets and 27 participants for 2024.

Original filing (PDF)20250327092526NAL0028983440001

Charter Oak Capital Management LLC

Name: Charter Oak Capital Management LLC — Charter Oak, Form 5500 (2024)
Creator: Charter Oak Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Oak Capital Management 401(k) Plan

401(k) retirement plan · Charter Oak Capital Management LLC's Charter Oak Capital Management 401(k) Plan held $9.7M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

LENA Wyand signed Charter Oak Capital Management LLC's 2024 Form 5500 as plan administrator.

LENA Wyand — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charter Oak Capital Management LLC's EIN is 26-3694779.

EIN 26-3694779

Plan number 001

Plan year 2024

ACK ID 20250327092526NAL0028983440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charter Oak Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Oak Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTER OAK CAPITAL MANAGEMENT LLC.

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score