How big is Watkins Ross and Co.'s plan?

Watkins Ross and Co.'s plan reported $10.5M in assets and 25 participants for 2024.

Original filing (PDF)20251006081936NAL0001725427001

Watkins Ross and Co.

Name: Watkins Ross and Co. — Watkins Ross and Co., Form 5500 (2024)
Creator: Watkins Ross and Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watkins Ross and Co. Retirement Plan

Defined-benefit pension plan · Watkins Ross and Co.'s Watkins Ross and Co. Retirement Plan held $10.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Rachel Perkins signed Watkins Ross and Co.'s 2024 Form 5500 as plan administrator.

Rachel Perkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Watkins Ross and Co.'s EIN is 38-1477362.

EIN 38-1477362

Plan number 001

Plan year 2024

ACK ID 20251006081936NAL0001725427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Watkins Ross and Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Watkins Ross and Co.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score