Charter One, Llc 401(k) Plan: Login, Facts & Contact Information
Charter One, Llc 401(k) Login
1,052 former Charter One, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Charter One, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 7, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $9.09 million went into the plan in contributions, $2.37 million of it from the employer (26%).
- $2.61 million was paid out to participants.
- Investment and other income added $3.86 million.
- Administrative expenses were $311,454, about $73 per account.
How the Charter One, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,470 | $5.59 million | $582,571 | $233,908 |
| 2020 | 1,793 | $9.87 million | $667,088 | $491,080 |
| 2021 | 2,060 | $10.2 million | $812,748 | $1.24 million |
| 2022 | 2,314 | $14.9 million | $1.31 million | $1.93 million |
| 2023 | 2,844 | $23.2 million | $1.89 million | $1.72 million |
| 2024 | 3,814 | $33.2 million | $2.37 million | $2.61 million |
Charter One, Llc 401(k) Contact Information
Questions about the Charter One, Llc 401(k)
Does Charter One, Llc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $2.37 million in employer contributions for plan year 2024.
Does the Charter One, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Charter One, Llc 401(k) plan?
3,814 participants at the start of plan year 2024, 3,831 of them active employees, and 1,052 former employees who still had money in the plan.
What is the average 401(k) balance at Charter One, Llc?
About $7,773 per account: $33.2 million in plan assets across 4,276 accounts with a balance at the end of plan year 2024.
Who manages the Charter One, Llc 401(k) accounts?
John Hancock (listed on the filing as JOHN HANCOCK LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Charter One, Llc. How do I access my 401(k)?
Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.