Talen Montana retirement plan: assets, participants and fees
What Talen Montana's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Aon Consulting Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 32 pension plans in utilities with 500 to 999 participants.
| Talen Montana: employer contribution per participant | $13,413 | |
| Peer median | $5,234 |
| Talen Montana: average balance | $281,924 | |
| Peer median | $211,199 |
| Talen Montana: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.41% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $218M at the end of plan year 2021 to $207M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 735 | $207M | $9.9M | $13,413 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 743 | $195M | $10.9M | $14,681 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 749 | $205M | $8.3M | $11,028 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 756 | $218M | $17M | $22,528 | 0.47% | Not published | Form 5500 ↗ |
Other Talen Montana plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Talen Montana Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Talen Montana Legacy Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Talen Montana match 401(k) contributions?
The match terms for the Talen Montana Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.9M in employer contributions, about $13,413 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Talen Montana 401(k) match vested?
The vesting schedule for the Talen Montana Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Talen Montana 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Aon Consulting Inc.. The plan administrator is Talen Montana Retirement Plan Committee.
I left Talen Montana. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Talen Montana Retirement Plan Committee, (888) 211-6011) or the recordkeeper, Aon Consulting Inc.. The Talen Montana old 401(k) page lists the contacts from every plan filing. Find an old Talen Montana 401(k)
Data from the public Form 5500 annual reports Talen Montana filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Talen Montana. Not financial advice. Report a correction · Methodology