# Talen Energy Supply, LLC 401(k) Plan
Source: https://planprovider.pro/companies/talen-energy-supply-llc-233074920-501

> Talen Energy Supply, LLC's 401(k) plan: 1,941 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Talen Energy Supply, LLC

- **Sponsor EIN:** 233074920

- **Sponsor Address:** 2929 ALLEN PARKWAY, HOUSTON, TX, 77019

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,941

- **Total Assets:** $22.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,941|$22.0M|$20.4M|$8.8M|

| 2023|2,544|$31.1M|$32.5M|$8.8M|

| 2022|2,565|$29.0M|$22.5M|$7.8M|

## 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|

| CAPITAL BLUE CROSS|Other Service Provider|$166,737|—|$166,737|

| BAKER TILLY US, LLP|Auditor|$62,840|—|$62,840|

| SAGE ADVISORY SVCS., LTD. CO.|Investment Advisor|$26,606|—|$26,606|

| MORGAN STANLEY SMITH BARNEY|Recordkeeper|$24,146|—|$24,146|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$22,011|—|$22,011|

| MELLON INVESTMENTS|Investment Advisor|$15,080|—|$15,080|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $317,420

- **Estimated Expense Ratio:** 1.444% of plan assets

### 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|$327,001|$25,421|—|$62,840|—|

| 2023|$366,196|$30,859|—|$95,165|—|

| 2022|$307,872|$46,451|—|—|$19,020|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/talen-energy-supply-llc-233074920-501)

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