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CHARTER OAK FINANCIAL, INC.

EIN 20-8742915-financial services-Latest filing 2025
Plans
1
Retirement
1
$13.2M assets
Welfare
0
Participants
96
330 WHITNEY AVENUE, SUITE 600 - HOLYOKE, MA 01040203-859-7905charteroakfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$13.2M - 96 part

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Retirement#001

CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN

401k

Assets$13.2M
Participants96
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN401k$13.2M962025
Retirement plans
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