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Plans

• planCharter Oak Federal Credit Union Retirement PlanFinancial statementProvider compensation2023 filing
  $33Mreported assets (EOY)
  Sponsor: Charter Oak Federal Credit UnionEIN: 06-0659509Plan: 004Participants: 191Assets: $33,043,633Net assets: $33MAssets / participant: $173KLocation: Waterford, CTLatest: 2023
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• planCharter Oak Federal Credit Union Retirement Plan For Union EmployeesFinancial statementProvider compensation2023 filing
  $4.1Mreported assets (EOY)
  Sponsor: Charter Oak Federal Credit UnionEIN: 06-0659509Plan: 002Participants: 162Assets: $4,090,388Net assets: $4.1MAssets / participant: $25.2KLocation: Waterford, CTLatest: 2023
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• planCharter Oak Federal Credit Union Employee Benefit Plan2023 filing
  Sponsor: Charter Oak Federal Credit UnionEIN: 06-0659509Plan: 501Participants: 205Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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