# Talen Montana LLC DB Plan
Source: https://planprovider.pro/companies/talen-montana-llc-plan

> Talen Montana LLC's DB plan: 104 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Talen Montana LLC

- **Sponsor EIN:** 541928759

- **Sponsor Address:** 2929 ALLEN PARKWAY, 22ND FLOOR, HOUSTON, TX, 770197100

- **Plan Type:** DB

- **Total Participants:** 104

- **Total Assets:** $207.6M

## 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.|

| 2025|104|$207.6M|$0|$0|

| 2024|113|$195.5M|$0|$0|

| 2023|125|$205.9M|$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|$27,825|—|$27,825|

### 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:** $27,825

- **Estimated Expense Ratio:** 0.013% 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|

| 2025|$1,088,190|$203,944|—|$27,825|—|

| 2024|$1,152,318|$201,404|—|$53,715|—|

| 2023|$1,063,272|$151,261|—|—|$104,668|

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