Original filing (PDF)20251009081507NAL0003733779003

BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 ANNUITY FUND

Name: BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 ANNUITY FUND — Form 5500 (2024)
Creator: BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 ANNUITY FUND

Form 5500

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

385

Accounts w/ balance

392

Plan assets (EOY)

$70.9M

Net assets (EOY)

$70.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 ANNUITY FUND.

Plan sponsor

Name

BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 ANNUITY FUND

EIN

34-1372820

Address

694 BEV RD. SUITE A · BOARDMAN, OH · 44512

Phone

(330) 726-3745

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

YURCHYK & DAVIS CPA'S, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	—	VALLEY FORGE, PA	INVESTMENT MANAGEMENT	$22K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
YURCHYK & DAVIS CPA'S, INC.	34-1638235	CANFIELD, OH	AUDITOR	$14K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.5M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VANGUARD RETIREMENT SAVINGS TRUST VANGUARD · EIN 23-2186884 / PN 022	Common Collective Trust	$1.5M	2.1%

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