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Original filing (PDF)20250730125921NAL0005616000001
CHAMBLISS, BAHNER, & STOPHEL, P.C
Form 5500
FILING_RECEIVED
CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
193
Plan assets (EOY)
$49.3M
Net assets (EOY)
$49.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBLISS, BAHNER, & STOPHEL, P.C.
Plan sponsor
Name
CHAMBLISS, BAHNER, & STOPHEL, P.C
EIN
62-1674553
Address
605 CHESTNUT STREET, SUITE 1700 · CHATTANOOGA, TN · 37450
Phone
(423) 756-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $90.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$49.3M
32 holdings
Pooled Separate Account
$41.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $41.3M | 83.8% | |
| CHARLES SCHWAB PCRA Other | — | — | — | $6.6M | 13.4% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $6.4M | 13.0% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $5.8M | 11.8% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $4.9M | 10.0% | |
| American Funds Growth Fnd R6 Registered Investment Company | — | — | — | $4.4M | 9.0% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $3.7M | 7.4% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.9M | 3.9% | |
| Fidelity Advisor Balanced Cl Z Registered Investment Company | — | — | — | $1.9M | 3.9% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $1.8M | 3.7% | |
| TRowePrc Mid-Cap Growth Fund I Registered Investment Company | — | — | — | $1.4M | 2.9% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.4M | 2.8% | |
| BlkRck Equity Dividend Fnd K Registered Investment Company | — | — | — | $1.2M | 2.4% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $987K | 2.0% | |
| party date,rate of interest, collateral, par, or maturity date American Funds EuroPacific R6 Registered Investment Company | — | — | — | $968K | 2.0% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $896K | 1.8% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $733K | 1.5% | |
| Voya Fixed Account Insurance Company General Account | — | — | — | $592K | 1.2% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $562K | 1.1% | |
| Macq Small Cap Core R6 Registered Investment Company | — | — | — | $494K | 1.0% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $463K | 0.9% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $398K | 0.8% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $311K | 0.6% | |
| LOAN FUND Participant Loans - Rates 8.00% to 8.50% | — | — | — | $217K | 0.4% | |
| Vangrd Infl-Prt Secs Fund Adm Registered Investment Company | — | — | — | $208K | 0.4% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $180K | 0.4% | |
| Voya Russell MdCp Indx Prt I Registered Investment Company | — | — | — | $172K | 0.3% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $133K | 0.3% | |
| (Held at End of Year) CHAMBLISS, BAHNER, & STOPHEL, P.C. RET PLAN EIN#62-1674553 Plan# 774943 Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $129K | 0.3% | |
| Neuberg Berm Genesis Fund R6 Registered Investment Company | — | — | — | $119K | 0.2% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I Registered Investment Company | — | — | — | $104K | 0.2% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $42K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $7K | <0.1% |
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