Talen Montana Retirement Plan
Sponsored by Talen Montana Llc · EIN 541928759 · Plan #001
- Total assets
- $208M
- Net assets
- $207M
- Active participants
- 104
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting Inc. | Recordkeeping fees, Actuarial | $154,720 |
| Aon Hewitt Investment | Consulting (general), Investment advisory (plan) | $122,295 |
| Parametric Portfolio Associate | Investment management | $81,649 |
| The Bank Of New York Mellon | Account maintenance fees, Trustee (institutional) | $43,662 |
| Baker Tilly Us, Llp | Accounting | $27,825 |