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Original filing (PDF)20230731104409NAL0009685187001
CHIMES INTERNATIONAL LIMITED
Form 5500
FILING_RECEIVED
THE CHIMES INTERNATIONAL LIMITED 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,249
Accounts w/ balance
2,661
Plan assets (EOY)
$38.6M
Net assets (EOY)
$38.6M
How this plan invests
This plan
2 collective trusts
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)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 130% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHIMES INTERNATIONAL LIMITED.
Plan sponsor
Name
CHIMES INTERNATIONAL LIMITED
EIN
52-0575305
Address
4815 SETON DRIVE · BALTIMORE, MD · 21215
Phone
(410) 358-5252
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $177K | — |
| GREENSPRING ADVISORS | 82-5320133 | — | NONE | $57K | — |
| RSM US, LLP | 42-0714325 | — | NONE | $17K | — |
| SMITH & DOWNEY | 52-1839270 | — | NONE | $6K | — |
Investments
2 pooled funds· $499K(1% 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 |
|---|---|---|---|
| POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $495K | 1.3% |
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | $5K | <0.1% |
