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CHARTER OAK CAPITAL MANAGEMENT LLC

EIN 26-3694779-financial services-Latest filing 2025
Plans
1
Retirement
1
$12.1M assets
Welfare
0
Participants
29
TWO INTERNATIONAL DRIVE, SUITE 325 - PORTSMOUTH, NH 03801800-646-5720charteroakcm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$12.1M - 29 part

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Retirement#001

CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$12.1M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN401k$12.1M292025
Retirement plans
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