The Rogers & Brown Profit Sharing 401(k) Plan
Sponsored by Rogers & Brown Custom Brokers, Inc · EIN 570507147 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 125
- With balances
- 106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $30,880 |
| One Digital Investment Advisors | Other fees, Investment advisory (plan), Direct payment from the plan | $27,737 |