Retirement plan

CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN

Name: CHAMBLISS, BAHNER, & STOPHEL, P.C. - CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN (2018) Form 5500
Creator: CHAMBLISS, BAHNER, & STOPHEL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN, CHAMBLISS, BAHNER, & STOPHEL, P.C.

CHAMBLISS, BAHNER, & STOPHEL, P.C.EIN 62-1674553Plan #001PY 2018

605 CHESTNUT STREET, SUITE 1700, LIBERTY TOWER - CHATTANOOGA, TN 37450423-756-3000chamblisslaw.comLinkedIn51-200 employeeslaw practice

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 6, 2026

Plan administrator

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605 Chestnut Street

Chattanooga, TN 37450

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Plans declared (1)

Plan name not on file12 emp

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Total assets (EOY)

$29M

-1.3% from 2017

Total participants

220

+10.6% from 2017

Average account balance

$150,166

-6.4% from 2017

Annual return

-4.78%

-18.45 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$49.25M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$255K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

193

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$39

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
AVINTUS4+ years Service code 99 · EIN 04-3682160	Other Fees	$7,746
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$6,152

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$53K

$339 / participant

Contract admin$53K100.0%

% of EOY assets

0.182%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LBMC PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,166

$73,102+105.4%

$123,553+21.5%

$56,289+166.8%

Participation rate

82.6%

74.3%+8.3pp

82.3%+0.3pp

69.9%+12.7pp

Annual return

-4.78%

3.01%-7.8pp

119.21%-124.0pp

-9.96%+5.2pp

Employer contribution / active EE

$3,900

$2,977+31.0%

$4,628-15.7%

$2,111+84.7%

Participant deferral / active EE

$7,461

$5,423+37.6%

$6,426+16.1%

$3,350+122.7%

Admin fee / account holder

$273

$554-50.8%

$9,284-97.1%

$521-47.7%

Provider

Service type

Compensation

AVINTUS4+ years

Service code 99 · EIN 04-3682160

Other Fees

$7,746

MORNINGSTAR4+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$6,152

CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion