# Talen Montana, LLC 401(k) Plan
Source: https://planprovider.pro/companies/talen-montana-llc-401k-plan-003

> Talen Montana, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Talen Montana, LLC

- **Sponsor EIN:** 541928759

- **Sponsor Address:** 2929 ALLEN PARKWAY, HOUSTON, TX, 770197100

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$1.0M|$1.8M|

| 2023|116|$35.4M|$749,609|$1.8M|

| 2022|131|$33.7M|$759,522|$1.8M|

## 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|

| BAKER TILLY US, LLP|Auditor|$2,570|—|$2,570|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,570

### 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|$78,110|$9,602|$300|$2,570|—|

| 2023|$51,063|—|$300|$35,363|—|

| 2022|$92,222|$7,480|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/talen-montana-llc-401k-plan-003)

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