Rogers & Brown Custom Brokers 401(k) Plan: Login, Facts & Contact Information
Rogers & Brown Custom Brokers 401(k) Login
18 former Rogers & Brown Custom Brokers employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Rogers & Brown Custom Brokers 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $418,134 went into the plan in contributions, $89,061 of it from the employer (21%).
- $1.19 million was paid out to participants.
- Investment and other income added $1.16 million.
- Administrative expenses were $62,898, about $593 per account.
How the Rogers & Brown Custom Brokers 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 166 | $9.44 million | — | $486,644 |
| 2020 | 149 | $9.64 million | — | $1.01 million |
| 2021 | 133 | $10.0 million | $30,374 | $1.02 million |
| 2022 | 135 | $8.85 million | $78,524 | $187,254 |
| 2023 | 156 | $10.0 million | $76,256 | $522,867 |
| 2024 | 155 | $10.3 million | $89,061 | $1.19 million |
Rogers & Brown Custom Brokers 401(k) Contact Information
Questions about the Rogers & Brown Custom Brokers 401(k)
Does Rogers & Brown Custom Brokers contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $89,061, 21% of all contributions.
Does the Rogers & Brown Custom Brokers 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Rogers & Brown Custom Brokers 401(k) plan?
155 participants at the start of plan year 2024, 125 of them active employees, and 18 former employees who still had money in the plan.
What is the average 401(k) balance at Rogers & Brown Custom Brokers?
About $97,491 per account: $10.3 million in plan assets across 106 accounts with a balance at the end of plan year 2024.
Who manages the Rogers & Brown Custom Brokers 401(k) accounts?
Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Rogers & Brown Custom Brokers. How do I access my 401(k)?
Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.