Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
Sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund · EIN 346720162 · Plan #001
- Total assets
- $79.9M
- Net assets
- $79.8M
- Active participants
- 323
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Patricia Raffety | Plan administrator | $71,467 |
| John Hancock Retirement Services | Investment management, Recordkeeping, Custodial (securities) | $58,603 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $46,540 |
| Bridgeway Benefit Technologies | Other fees | $38,347 |
| Cuni, Rust & Strenk | Actuarial | $36,050 |
| Fidelity Investments | Investment management, Investment management fees (direct) | $30,132 |
| American Realty Advisors | Investment management fees (direct), Investment management | $29,528 |
| Mariner Institutional, Llc | $28,500 | |
| Pbgc Premium | Other fees | $23,976 |
| Boyd Watterson Asset Management | Investment management fees (direct), Investment management | $22,446 |
| Northern Trust | Investment management fees (direct), Investment management | $19,800 |
| Asb Real Estate Investments | Investment management fees (direct), Investment management | $18,886 |
| Michelle Baechly | Plan administrator | $12,779 |
| Ironworkers Local Union No. 207 | Other fees | $10,189 |
| Valley Office Solutions | Other fees | $7,858 |
| Macala & Piatt, Llc | Legal | $7,070 |
| Huntington National Bank | Trustee (institutional), Custodial (other) | $5,496 |