· 2022–2024 · DOL EFAST2

Watkins, Ross & Co. — Watkins, Ross & Co. 401(k), Form 5500 (2025)

Original filing (PDF)20260511113237NAL0007386816001

Watkins, Ross & Co.

Form 5500-SF

FILING_RECEIVED

Watkins, Ross & Co. 401(k) Employees Savings Plan

401(k) retirement plan · Watkins, Ross & Co.'s Watkins, Ross & Co. 401(k) Employees Savings Plan held $8.8M in plan assets for 24 participants in 2025.

Active participants

24

Accounts w/ balance

28

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATKINS, ROSS & CO..

Plan sponsor

Name

WATKINS, ROSS & CO.

EIN

38-1477362all filings

Address

200 OTTAWA AVE NW · STE 600 · GRAND RAPIDS, MI · 495032426

Phone

(616) 456-9696

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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