Robert Plowman signed Charter One, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charter One, LLC's EIN is 82-3735558.
Download the official 2023 Form 5500 (PDF) for Charter One, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Charter One, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 14.4% | |
| American Funds 2040 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 14.1% | |
| American Funds 2050 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 13.0% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.5M | 10.8% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.5M | 10.7% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 10.5% | |
| American Funds 2055 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2.1M | 9.2% | |
| American Funds 2060 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 8.4% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 8.2% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 6.7% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 6.6% | |
| American Funds 2030 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 4.4% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $800K | 3.4% | |
| American Funds 2065 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $770K | 3.3% | |
| American Funds 2025 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $665K | 2.9% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $531K | 2.3% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $470K | 2.0% | |
| Vanguard Growth Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $460K | 2.0% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $327K | 1.4% | |
| American Funds 2020 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $275K | 1.2% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $269K | 1.2% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $267K | 1.2% | |
| Fidelity Contrafund Pooled Separate Account | Pooled Separate Accounts | — | — | $225K | 1.0% | |
| JPMorgan US Equity Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $188K | 0.8% | |
| Science & Technology Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $184K | 0.8% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $163K | 0.7% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151K | 0.6% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $149K | 0.6% | |
| Participant notes Interest rates from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $135K | 0.6% | |
| American Funds 2010 TD Retirement Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $131K | 0.6% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $126K | 0.5% | |
| Vanguard International Growth Pooled Separate Account 173 * Vanguard Explorer Fund Pooled Separate Account 57 * Fidelity Mid Cap Index Fund Pooled Separate Account 57 Cash Non-Interest Bearing Cash | Pooled Separate Accounts | — | — | $111K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $108K | 0.5% | |
| T. Rowe Price Small Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $100K | 0.4% | |
| American Balanced Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $95K | 0.4% | |
| Money Market Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $87K | 0.4% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 0.4% | |
| T ROWE PRICE SML CAP VAL JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 0.4% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.4% | |
| iShares Gold Trust ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $73K | 0.3% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| Vanguard Mid Cap Value ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $72K | 0.3% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 0.2% | |
| DFA Inflation-Protected Securities Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $51K | 0.2% | |
| Janus Henderson Global Life Sciences Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $46K | 0.2% | |
| Vanguard Total World Stock Index ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $45K | 0.2% | |
| JANUS HENDERSON GBL LIFE SCI JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.2% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.2% | |
| Financial Industries Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
