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Original filing (PDF)20251014185621NAL0004761152005

THE CHIMES, DC, INC.

Form 5500
FILING_RECEIVED
THE CHIMES, DC, INC. HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 3
~1071 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,241
Accounts w/ balance
Plan assets (EOY)
$9.3M
Net assets (EOY)
$7.8M
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
  • 1071 bps in Schedule C fees — 1959% above peer band of 52 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 THE CHIMES, DC, INC..
Plan sponsor
Name
THE CHIMES, DC, INC.
EIN
54-1691953
Address
4815 SETON DRIVE · BALTIMORE, MD · 21215
Phone
(410) 358-6400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
GORFINE, SCHILLER & GARDYN, P.A.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

6 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
BH BENEFITS27-0488672CONSULTANT$179K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BSI COMPANIESGREENVILLE, SCTHIRD PARTY ADMINISTRATOR$410K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
RSM, US, LLPBALTIMORE, MDACCOUNTING$17K
Other
3
NameEINLocationRelationDirect compIndirect comp
TRANSNATION TRANSLATIONS, INC.DALLAS, TXNONE$244K
INDEPENDENT FIDUCIARY SERVICESVIENNA, VAFIDUCIARY$126K
TELADOC HEALTH, INC.04-3705970NONE$15K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.