CHARTER OAK FIELD SERVICES, INC. 401(K) PLAN 401k Plan overview

CHARTER OAK FIELD SERVICES, INC. 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARTER OAK FIELD SERVICES, INC.
Employer identification number (EIN):	462435223
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	CHRIS HORNE	2024-07-25
001	2023-01-01	CHRIS HORNE	2024-07-22
001	2022-01-01	CHRIS HORNE	2023-07-17
001	2021-01-01	KAREN ZYRA	2022-07-18

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• CHARTER OAK HEALTH CENTER, INC. TAX SHELTERED ANNUITY PLAN [EIN = 060986747]
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• CHARTER OAK ENVIRONMENTAL SERVICES, INC. SAVINGS AND RETIREMENT PLAN [EIN = 061497480]
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• CHARTER OAK FEDERAL CREDIT UNION 401(K) & RETIREMENT PLAN FOR SALARIED EMPLOYEES [EIN = 060659509]
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• CHARTER OAK BANK 401(K) PLAN [EIN = 830403852]
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• CHARTER OAK BROKERAGE LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 465089882]
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• CHARTER OAK INDUSTRIES, LLC 401(K) PLAN [EIN = 061496307]
• CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR SALARIED EMPLOYEES [EIN = 060659509]
• CHARTER OAK HEALTH CENTER WELFARE BENEFITS PLAN [EIN = 060986747]
• CHARTER OAK HOME CARE 401(K) PLAN [EIN = 061154872]

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