Plan Snapshot
- Plan Sponsor: Chambliss, Bahner, & Stophel, P.C
- Sponsor EIN: 621674553
- Sponsor Address: 605 CHESTNUT STREET, SUITE 1700, CHATTANOOGA, TN, 37450
- Plan Type: DC
- Total Participants: 146
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 146 | $49.3M | $1.0M | $1.9M |
| 2023 | 133 | $42.2M | $776,298 | $1.5M |
| 2022 | 142 | $37.0M | $698,707 | $1.5M |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,431 | $4,556 | $2,475 | — | — |
| 2023 | $48,505 | $2,096 | $45,759 | — | — |
| 2022 | $68,263 | — | — | — | — |