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WATKINS ROSS AND CO. — WATKINS ROSS AND CO. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006081936NAL0001725427001
WATKINS ROSS AND CO.
Form 5500-SF
FILING_RECEIVED
WATKINS ROSS AND CO. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WATKINS ROSS AND CO.
.
Find decision makers
Plan sponsor
Name
WATKINS ROSS AND CO.
EIN
38-1477362
Address
200 OTTAWA AVE. N.W. SUITE 600 · GRAND RAPIDS, MI · 49503
Phone
(616) 456-9696
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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