Plan Snapshot
- Plan Sponsor: Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
- Sponsor EIN: 341372820
- Sponsor Address: 694 BEV RD. SUITE A, BOARDMAN, OH, 44512
- Plan Type: DC
- Total Participants: 385
- Total Assets: $70.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 385 | $70.9M | $3.2M | $0 |
| 2023 | 376 | $62.8M | $3.2M | $0 |
| 2022 | 403 | $52.7M | $3.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| IRONWORKERS LOCAL 207 PENSION FUND | EXPENSE REIMBURSEMENT | $88,097 | — | $88,097 |
| THE VANGUARD GROUP, INC. | INVESTMENT MANAGEMENT | $22,419 | — | $22,419 |
| YURCHYK & DAVIS CPA'S, INC. | AUDITOR | $14,413 | — | $14,413 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — INVESTMENT MANAGEMENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,929
- Estimated Expense Ratio: 0.176% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $147,836 | — | — | $7,400 | — |
| 2023 | $131,215 | $22,305 | $43,541 | $7,400 | — |
| 2022 | $120,580 | $22,058 | — | — | $18,082 |