P 401(k) Plan Report

Stable plan record

CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN

Sponsored by CHARTER OAK FINANCIAL, INC. · EIN/PN 208742915-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,814
Administrative cost per participant
2025
$93
Active participants
2025
80
Total plan assets
2025
$13,164,373
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260609062650NAL000367905900180$2,814
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.