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

> Talen Energy Supply, LLC's 401(k) plan: 1,984 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)

- **Total Participants:** 1,984

- **Total Assets:** $663.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1,984|$663.8M|$24.2M|$27.3M|

| 2023|1,793|$533.3M|$17.3M|$28.4M|

| 2022|1,868|$459.3M|$16.9M|$26.9M|

## 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|

| MORGAN STANLEY & CO INC|INVESTMENT ADVISOR|$282,672|—|$282,672|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$120,712|—|$120,712|

| STRATEGIC ADVISORS, INC.|ADVISOR|$109,280|—|$109,280|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$28,790|—|$28,790|

### Verified Provider Profiles

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

- [MORGAN STANLEY & CO INC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $541,454

- **Estimated Expense Ratio:** 0.082% 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|$541,451|$109,280|$2,100|$28,790|—|

| 2023|$347,777|—|$1,800|$30,955|—|

| 2022|$491,232|$64,757|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/talen-energy-supply-llc-401k-plan)

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