# Talen Energy Supply, LLC 401(k) Plan
Source: https://planprovider.pro/companies/talen-energy-supply-llc-233074920-521

> Talen Energy Supply, LLC's 401(k) plan: 418 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, 770197100

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

- **Plan Number:** 521

- **Total Participants:** 418

- **Total Assets:** $58.4M

## 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|418|$58.4M|$0|$1.2M|

| 2023|388|$58.9M|$0|$1.2M|

| 2022|345|$54.1M|$0|$1.1M|

## 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|$96,350|—|$96,350|

| MORGAN STANLEY SMITH BARNEY|Recordkeeper|$62,725|—|$62,725|

| SAGE ADVISORY SVCS., LTD., CO.|Investment Advisor|$50,651|—|$50,651|

| MELLON INVESTMENTS|Investment Advisor|$30,383|—|$30,383|

| BAKER TILLY US, LLP|Auditor|$28,190|—|$28,190|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$26,658|—|$26,658|

| ALIGHT HEALTH MARKET INSURANCE|Recordkeeper|$7,334|—|$7,334|

### Verified Provider Profiles

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

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

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

- [ALIGHT HEALTH MARKET INSURANCE](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $302,291

- **Estimated Expense Ratio:** 0.517% 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|$377,398|$81,033|$99,615|$28,190|—|

| 2023|$280,502|$74,510|$96,102|$37,161|—|

| 2022|$259,991|$37,910|$116,068|—|$9,106|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/talen-energy-supply-llc-233074920-521)

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