Watkins Ross & Co 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Watkins Ross & Co
  • Sponsor EIN: 381477362
  • Sponsor Address: 200 OTTAWA AVE NW STE 600, GRAND RAPIDS, MI, 495032426
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 26
  • Total Assets: $3.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$3.9M$115,000$0
202326$3.8M$115,000$0
202226$3.7M$115,000$0

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