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Original filing (PDF)20250911090836NAL0000145043001
CHAGS HEALTH INFORMATION TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
C-HIT 401(K)
401(k) retirement plan
Signals · 1
11 service providers
Active participants
68
Accounts w/ balance
103
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAGS HEALTH INFORMATION TECHNOLOGY, LLC.
Plan sponsor
Name
CHAGS HEALTH INFORMATION TECHNOLOGY, LLC
EIN
46-2648765
Address
10480 LITTLE PATUXENT PKWY · SUITE 600 · COLUMBIA, MD · 21044
Phone
(301) 850-0634
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $5K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.6M
26 holdings
Common Collective Trust
$333K
1 holding
Mutual Funds
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 Inv | — | — | — | $2.0M | 22.5% | |
| Vanguard 500 Index Admiral | — | — | — | $1.3M | 14.5% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Inv | — | — | — | $1.3M | 14.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Inv | — | — | — | $647K | 7.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Inv | — | — | — | $516K | 5.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Inv | — | — | — | $513K | 5.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $437K | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Inv | — | — | — | $366K | 4.1% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $349K | 3.9% | |
| T.ROWE PRICE STABLE VALUE E T.ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $333K | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Inv | — | — | — | $307K | 3.4% | |
| T. Rowe Price T. Rowe Price Overseas Stock Inv | — | — | — | $170K | 1.9% | |
| JP Morgan JP Morgan Mid Cap Equity R6 | — | — | — | $132K | 1.5% | |
| Franklin Small Cap Growth R6 | — | — | — | $113K | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $96K | 1.1% | |
| MFS Value R6 | — | — | — | $95K | 1.1% | |
| Columbia Small Cap Value II Instl | — | — | — | $61K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Inv | — | — | — | $53K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Inv | — | — | — | $39K | 0.4% | |
| NUVEEN INTERNATIONAL EQUITY INDEX R6 MUTUAL FUND | — | — | — | $29K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Inv ** 100 TIAA-CREF International Eq Idx Instl | — | — | — | $29K | 0.3% | |
| Blackrock Total Return K | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Total Bond Mkt Idx | — | — | — | $17K | 0.2% | |
| GOLDMAN SACHS INFL PROTECTED SECS INSTL MUTUAL FUND | — | — | — | $14K | 0.2% | |
| TIAA-CREF Real Estate Sec Instl | — | — | — | $13K | 0.1% | |
| PGIM High-Yield R6 | — | — | — | $12K | 0.1% | |
| DFA Commodity Strategy | — | — | — | $10K | 0.1% | |
| T. Rowe Price T. Rowe Price Government Money Inv Interest | — | — | — | $6K | <0.1% |