Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WATKINS ROSS AND CO.
EIN 38-1477362financial servicesLatest filing 2025
Plans
3
Retirement
3
$23.1M assets
Welfare
0
Participants
95
200 OTTAWA AVE. N.W. SUITE 600 - GRAND RAPIDS, MI 49503616-456-9696watkinsross.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $23.1M assets / 95 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATKINS ROSS AND CO. RETIREMENT PLAN
TraditionalDB
Assets$10.5M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WATKINS, ROSS & CO. 401(K) EMPLOYEES SAVINGS PLAN
401k
Assets$8.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WATKINS ROSS & CO EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.9M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATKINS ROSS AND CO. RETIREMENT PLAN | TraditionalDB | $10.5M | 38 | 2025 | |
| 002 | WATKINS, ROSS & CO. 401(K) EMPLOYEES SAVINGS PLAN | 401k | $8.8M | 30 | 2025 | |
| 003 | WATKINS ROSS & CO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.9M | 27 | 2025 |
Retirement plans