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: 522
- Total Participants: 424
- Total Assets: $4.8M
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 | 424 | $4.8M | $0 | $0 |
| 2023 | 397 | $5.1M | $0 | $0 |
| 2022 | 352 | $5.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $21,365 | — | $21,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,365
- Estimated Expense Ratio: 0.443% 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 | $36,005 | $4,796 | — | $21,365 | — |
| 2023 | $50,158 | $4,607 | — | $27,999 | — |
| 2022 | $25,848 | $5,318 | — | — | $6,064 |