PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHARLESTON/ORWIG, INC.
Sponsor portfolio

CHARLESTON/ORWIG, INC.

EIN 39-1733783-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
90
515 W. NORTH SHORE DR. - HARTLAND, WI 53029262-563-5100LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$8.2M - 55 part#002ESOP-$5.8M - 35 part

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 90 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • ORWIG, INC. 401(K) (#001)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORWIG, INC. 401(K) (#001)55
  • EMPLOYEE STOCK OWNERSHIP (#002)35
Total 90Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARLESTON ORWIG, INC. 401(K) PLAN

401k

Assets$8.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLESTON/ORWIG, INC. (DBA C.O.NXT) EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLESTON ORWIG, INC. 401(K) PLAN401k$8.2M552025
002CHARLESTON/ORWIG, INC. (DBA C.O.NXT) EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M352025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica