Brown Rogers & Co LLC

Employee Benefit Plan Auditor

Little Rock, AR

About Brown Rogers & Co LLC

<p>Founded in 1997, Brown Rogers &amp; Co LLC works with employers and individuals in the Little Rock area and across central Arkansas on tax, accounting, and assurance needs.</p> <p>The firm provides audit and attest work that includes audits, reviews, and compilations, along with tax management services. Its team also handles assurance and advisory services that support day-to-day reporting and planning decisions.</p> <p>Brown Rogers &amp; Co LLC also offers IRS representation, estate and trust planning, financial planning, and financial forecasting for clients who want help organizing longer-term goals alongside annual compliance work. Daniel Morrison is a partner and a main point of contact.</p> <p>What sets the firm apart is its mix of traditional CPA services and forward-looking planning work under one roof, which can simplify coordination between tax filings, financial statements, and projections.</p> <ul> <li>Audits, reviews, and compilations</li> <li>Tax management and IRS representation</li> <li>Assurance and advisory services</li> <li>Estate and trust planning</li> <li>Financial planning and forecasting</li> </ul>

Website: https://www.brownrogers.com/

Founded: 1997

Office Locations

  • Little Rock, AR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $92.0M
  • 401(k): 6 plans, $92.0M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
WALTERS, BALIDO & CRAIN RETIREMENT PLAN WALTERS, BALIDO & CRAIN, L.L.P, TX $22M 139
KLAASMEYER CONSTRUCTION CO., INC. 401(K) PLAN KLAASMEYER CONSTRUCTION COMPANY, INC., AR $19M 182
FEE, SMITH & SHARP, LLP 401(K) PLAN FEE, SMITH & SHARP, LLP, TX $19M 113
BAIRD, HAMPTON & BROWN SAVINGS & RETIREMENT PLAN BAIRD, HAMPTON & BROWN, INC., TX $18M 128
DE WAFELBAKKERS 401(K) PROFIT SHARING PLAN AND TRUST DE WAFELBAKKERS, LLC, AR $7M 548
401(k) Retirement Plan Healthcare Sponsor, AR $6M 155

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