# Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bridge-structural-ornamental-ironworkers-local-207-annuity-fund-plan

> Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund's DC plan: 385 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bridge-structural-ornamental-ironworkers-local-207-annuity-fund-plan)

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