# Chambliss, Bahner, & Stophel, P.C DC Plan
Source: https://planprovider.pro/companies/chambliss-bahner-stophel-p-c-plan-001

> Chambliss, Bahner, & Stophel, P.C's DC plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chambliss-bahner-stophel-p-c-plan-001)

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