Retirement plan

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

Name: CHAMBLISS, BAHNER, & STOPHEL, P.C. - CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN (2020) 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 2020

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

Prospect flagsLow returns

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)

$41.1M

+15.6% from 2019

Total participants

190

-3.1% from 2019

Average account balance

$240,097

+17.6% from 2019

Annual return

13.44%

-5.65 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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
AVINTUS6+ years Service code 99 · EIN 04-3682160	Other Fees	$9,154
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$5,615

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$48K

$348 / participant

Contract admin$48K100.0%

% of EOY assets

0.117%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$240,097

$99,957+140.2%

$149,730+60.4%

$73,493+226.7%

Participation rate

86.2%

75.7%+10.5pp

82.5%+3.8pp

70.7%+15.5pp

Annual return

13.44%

53.87%-40.4pp

276.70%-263.3pp

28.51%-15.1pp

Employer contribution / active EE

$4,456

$3,191+39.6%

$4,645-4.1%

$2,270+96.3%

Participant deferral / active EE

$9,151

$6,073+50.7%

$6,843+33.7%

$3,740+144.7%

Admin fee / account holder

$281

$551-49.0%

$9,310-97.0%

$513-45.2%

Provider

Service type

Compensation

AVINTUS6+ years

Service code 99 · EIN 04-3682160

Other Fees

$9,154

MORNINGSTAR6+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$5,615

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