# Brown Rogers & Co LLC
Source: https://planprovider.pro/provider/brown-rogers-and-co-llc

> Founded in 1997, Brown Rogers & Co LLC works with employers and individuals in the Little Rock area and across central Arkansas on tax, accounting, and a…

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/](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).

| Plan|Sponsor|Assets|Participants|

| 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|

| WT TRANSFER HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN|WT TRANSFER HOLDING COMPANY, LLC, AR|$6M|155|

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