CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN 401k Plan overview

CHARTER OAK CAPITAL MANAGEMENT 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARTER OAK CAPITAL MANAGEMENT LLC
Employer identification number (EIN):	263694779
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Additional information about CHARTER OAK CAPITAL MANAGEMENT LLC

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4615475

More information about CHARTER OAK CAPITAL MANAGEMENT LLC

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LENA WYAND	2024-10-08
001	2022-01-01	LENA WYAND	2023-05-08
001	2021-01-01	LENA WYAND	2022-09-01
001	2020-01-01	LENA WYAND	2021-08-18
001	2019-01-01	LENA WYAND	2020-10-12
001	2018-01-01	LENA WYAND	2019-09-10
001	2017-01-01	LENA WYAND	2018-10-05
001	2016-01-01	LENA WYAND	2017-10-10

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