Charter Oak Federal Credit Union Retirement Plan For Union Employees
Sponsored by Charter Oak Federal Credit Union · EIN 060659509 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 114
- With balances
- 135
Plan year beginning 01/01/2024 · Target benefit, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $15,745 |
| Morgan Stanley | Investment advisory (plan) | $9,644 |
| The Angell Pension Group Inc | Contract administrator | $600 |