How big is Watkins, Ross & Co.'s plan?

Watkins, Ross & Co.'s plan reported $8.8M in assets and 24 participants for 2025.

Original filing (PDF)20260511113237NAL0007386816001

Watkins, Ross & Co.

Name: Watkins, Ross & Co. — Watkins, Ross & Co. 401(k), Form 5500 (2025)
Creator: Watkins, Ross & Co.
License: https://www.usa.gov/government-works

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

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Rachel Perkins signed Watkins, Ross & Co.'s 2025 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 & Co.'s EIN is 38-1477362.

EIN 38-1477362

Plan number 002

Plan year 2025

ACK ID 20260511113237NAL0007386816001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Watkins, Ross & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Watkins, Ross & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Vendor & structure

100

Helping the score