Assets by plan
Share of aggregate retirement assets
Filings through .
Watkins Ross & Co
EIN 38-1477362financial servicesLatest filing 2025
Plans
3
Retirement
3
$23.1M assets
Health & Benefits
0
Participants
95
200 OTTAWA AVE. N.W. SUITE 600 - GRAND RAPIDS, MI 495032426616-456-9696watkinsross.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $23.1M assets / 95 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WATKINS ROSS AND CO. RETIREMENT PLAN
Traditional DB
Assets$10.5M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WATKINS, ROSS & CO. 401(K) EMPLOYEES SAVINGS PLAN
401(k)
Assets$8.8M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WATKINS ROSS & CO EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.9M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WATKINS ROSS AND CO. RETIREMENT PLAN | Traditional DB | $10.5M | 38 | 2025 |
| #002 | WATKINS, ROSS & CO. 401(K) EMPLOYEES SAVINGS PLAN | 401(k) | $8.8M | 30 | 2025 |
| #003 | WATKINS ROSS & CO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.9M | 27 | 2025 |
- #001 · Traditional DB · 202538
- #002 · 401(k) · 202530
- #003 · ESOP · 202527
Retirement plans