Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
Sponsored by Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund · EIN 341372820 · Plan #002
- Total assets
- $70.9M
- Net assets
- $70.7M
- Active participants
- 385
- With balances
- 392
Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ironworkers Local 207 Pension Fund | Other fees | $88,097 |
| The Vanguard Group, Inc. | Investment management fees (direct), Investment management, Recordkeeping | $22,419 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $14,413 |