Charter One 401(k) Plan
Sponsored by Charter One, Llc · EIN 823735558 · Plan #001
- Total assets
- $33.2M
- Net assets
- $33.2M
- Active participants
- 3,831
- With balances
- 4,276
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Ins Co | Recordkeeping, Investment management, Shareholder servicing fees | $20,001 |