Rogers & Brown Custom Brokers 401(k) match, vesting and fees
What Rogers & Brown Custom Brokers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 713 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Rogers & Brown Custom Brokers: employer contribution per participant | $999 | |
| Peer median | $813 |
| Rogers & Brown Custom Brokers: average balance | $95,174 | |
| Peer median | $22,335 |
| Rogers & Brown Custom Brokers: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.62% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10M at the end of plan year 2021 to $10.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 147 | $10.7M | $112K | $999 | 0.58% | Not published | Form 5500 ↗ |
| 2024 | 143 | $10.3M | $89K | $840 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 154 | $10M | $76K | $630 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 152 | $8.8M | $79K | $701 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 134 | $10M | $30K | $292 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Rogers & Brown Custom Brokers match 401(k) contributions?
The match terms for the The Rogers & Brown Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $112K in employer contributions, about $999 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rogers & Brown Custom Brokers 401(k) match vested?
The vesting schedule for the The Rogers & Brown Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rogers & Brown Custom Brokers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Rogers & Brown Custom Brokers, Inc..
I left Rogers & Brown Custom Brokers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rogers & Brown Custom Brokers, Inc., (843) 958-2220) or the recordkeeper, Ascensus LLC. The Rogers & Brown Custom Brokers old 401(k) page lists the contacts from every plan filing. Find an old Rogers & Brown Custom Brokers 401(k)
Data from the public Form 5500 annual reports Rogers & Brown Custom Brokers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rogers & Brown Custom Brokers. Not financial advice. Report a correction · Methodology