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

> Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's DB plan: 323 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 Pension Fund

- **Sponsor EIN:** 346720162

- **Sponsor Address:** 694 BEV RD. SUITE A, BOARDMAN, OH, 44512

- **Plan Type:** DB

- **Total Participants:** 323

- **Total Assets:** $79.9M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|323|$79.9M|$5.3M|$0|

| 2023|327|$70.2M|$5.4M|$0|

| 2022|323|$60.1M|$5.6M|$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|

| PATRICIA RAFFETY|PLAN ADMINISTRATOR|$71,467|—|$71,467|

| JOHN HANCOCK RETIREMENT SERVICES|INVESTMENT RECORDKEEPER|$58,603|—|$58,603|

| YURCHYK & DAVIS CPA'S, INC.|AUDITOR|$46,540|—|$46,540|

| BRIDGEWAY BENEFIT TECHNOLOGIES|SOFTWARE PROVIDER|$38,347|—|$38,347|

| CUNI, RUST & STRENK|ACTUARY|$36,050|—|$36,050|

| FIDELITY INVESTMENTS|INVESTMENT MANAGER|$30,132|—|$30,132|

| AMERICAN REALTY ADVISORS|INVESTMENT MANAGER|$29,528|—|$29,528|

| MARINER INSTITUTIONAL, LLC|INVESTMENT ADVISOR|$28,500|—|$28,500|

| PBGC PREMIUM|NONE|$23,976|—|$23,976|

| BOYD WATTERSON ASSET MANAGEMENT|INVESTMENT MANAGEMENT|$22,446|—|$22,446|

| NORTHERN TRUST|INVESTMENT MANAGER|$19,800|—|$19,800|

| ASB REAL ESTATE INVESTMENTS|INVESTMENT MANAGER|$18,886|—|$18,886|

| MICHELLE BAECHLY|EMPLOYEE|$12,779|—|$12,779|

| IRONWORKERS LOCAL UNION NO. 207|LANDLORD|$10,189|—|$10,189|

| VALLEY OFFICE SOLUTIONS|IT SUPPORT|$7,858|—|$7,858|

| MACALA & PIATT, LLC|ATTORNEY|$7,070|—|$7,070|

| HUNTINGTON NATIONAL BANK|BANK SERVICE CHARGES|$5,496|—|$5,496|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — INVESTMENT MANAGER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $467,667

- **Estimated Expense Ratio:** 0.585% 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|$547,653|$28,500|—|$10,400|—|

| 2023|$499,110|$179,360|—|$10,400|—|

| 2022|$389,070|$184,062|—|—|$52,617|

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