Talen Energy Retirement Savings Plan
Sponsored by Talen Energy Supply, Llc · EIN 233074920 · Plan #005
- Total assets
- $664M
- Net assets
- $664M
- Active participants
- 1,984
- With balances
- 2,659
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley & Co Inc | Investment advisory (plan) | $282,672 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $120,712 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $109,280 |
| Baker Tilly Us, Llp | Accounting | $28,790 |