Plan Ledger DOL Form 5500 · updated monthly

Chambliss, Bahner, & Stophel, P.C401(k)

CHAMBLISS, BAHNER, & STOPHEL, P.C. RETIREMENT PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Chambliss, Bahner, & Stophel, P.C reported $7,431 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,046 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 288th-largest of 1,496 plans among Tennessee employers on file, and the 2,796th of 11,654 in professional & technical services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,254,469
Participants with balances193
Active participants146
Employer contributions$1,028,704
Employee contributions$1,851,302
Employer contribution per active participant$7,046
Average account balance$255,205
Benefits paid to participants$1,608,753
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$49.3M · 193 accts · $1.0M emplr
2023$42.2M · 194 accts · $776K emplr
2022$37.0M · 197 accts · $699K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,475
Investment management$4,556
Total administrative$7,431
The Chambliss, Bahner, & Stophel, P.C 401(k) match · 2024
Employer contribution per active participant$7,046
Median for plans this size$2,416
2024$7,046 per active participant
2023$5,837 per active participant
2022$4,920 per active participant

Chambliss, Bahner, & Stophel, P.C's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MORNINGSTAR · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,431 · 0.02%
2023$48,505 · 0.12%
2022$68,263 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Ensafe Inc. TN$65.0M · 0.02%
The Eosys Group Inc TN$56.3M · 0.02%
Lewis Thomason, P.C. TN$52.9M · 0.26%
Keylogic Technologies Corp. TN$48.5M · 0.29%
Rpbls Holdings, LLC TN$44.7M · 0.13%
Pya, P.C. TN$40.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621674553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.