Plan Snapshot
- Plan Sponsor: Talen Energy Supply, LLC
- Sponsor EIN: 233074920
- Sponsor Address: 2929 ALLEN PARKWAY, HOUSTON, TX, 770197100
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 407
- Total Assets: $3.2M
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 | 407 | $3.2M | $0 | $1.0M |
| 2023 | 395 | $5.4M | $0 | $1.1M |
| 2022 | 388 | $3.7M | $0 | $1.0M |
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 | $147,613 | — | $147,613 |
| BAKER TILLY US, LLP | Auditor | $25,725 | — | $25,725 |
| ALIGHT HEALTH MARKET INSURANCE | Recordkeeper | $7,334 | — | $7,334 |
| CVS CAREMARK | Other Service Provider | $6,419 | — | $6,419 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- ALIGHT HEALTH MARKET INSURANCE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,091
- Estimated Expense Ratio: 5.812% 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 | $395,787 | — | — | $25,725 | — |
| 2023 | $48,910 | — | — | $34,961 | — |
| 2022 | $10,349 | — | $1,438 | — | $6,956 |