Original filing (PDF)20251006081936NAL0001725427001

WATKINS ROSS AND CO.

Name: WATKINS ROSS AND CO. — WATKINS ROSS AND CO. RETIREMENT PLAN, Form 5500 (2024)
Creator: WATKINS ROSS AND CO.

Form 5500-SF

FILING_RECEIVED

WATKINS ROSS AND CO. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATKINS ROSS AND CO..

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 Servicessee 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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