Plan Snapshot
- Plan Sponsor: The Chimes, INC.
- Sponsor EIN: 520575305
- Sponsor Address: 4815 SETON DRIVE, BALTIMORE, MD, 21215
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 74 | $6.9M | $0 | $0 |
| 2023 | 77 | $6.8M | $0 | $0 |
| 2022 | 86 | $6.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GORFINE, SCHILLER & GARDYN P.A. | Auditor | $616 | — | $616 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE, SCHILLER & GARDYN P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $616
- Estimated Expense Ratio: 0.009% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,967 | — | — | $616 | — |
| 2023 | $12,470 | $743 | — | — | — |
| 2022 | $38,132 | — | — | — | — |