# Rogers & Brown Custom Brokers, INC 401(k) Plan
Source: https://planprovider.pro/companies/rogers-brown-custom-brokers-inc-401k-plan

> Rogers & Brown Custom Brokers, INC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogers & Brown Custom Brokers, INC

- **Sponsor EIN:** 570507147

- **Sponsor Address:** 9550 HAMBURG ROAD, LADSON, SC, 29456

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|125|$10.3M|$89,061|$324,347|

| 2023|124|$10.0M|$76,256|$345,321|

| 2022|126|$8.8M|$78,524|$313,788|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$62,898|$32,018|$30,880|—|—|

| 2023|$51,587|$26,398|$25,189|—|—|

| 2022|$54,178|$29,013|$25,165|—|—|

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