Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S. DEARBORN ST., 51ST FLOOR, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 300
- Total Participants: 0
- Total Assets: $6.1B
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. |
|---|---|---|---|---|
| 2024 | 0 | $6.1B | $0 | $0 |
| 2023 | 0 | $5.7B | $0 | $0 |
| 2022 | 0 | $5.1B | $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 |
|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | Investment Advisor | $1,300,514 | — | $1,300,514 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $1,156,283 | — | $1,156,283 |
| J.P. MORGAN | Investment Advisor | $1,074,276 | — | $1,074,276 |
| ACADIAN ASSET MANAGEMENT LLC | Investment Advisor | $884,921 | — | $884,921 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Investment Advisor | $856,231 | — | $856,231 |
| MACKAY SHIELDS LLC | Investment Advisor | $579,937 | — | $579,937 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $558,008 | — | $558,008 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Investment Advisor | $554,837 | — | $554,837 |
| HARDING LOEVNER LP | Investment Advisor | $552,623 | — | $552,623 |
| BROWN CAPITAL MANAGEMENT LLC | Investment Advisor | $518,763 | — | $518,763 |
| PACIFIC INVESTMENT MANAGEMENT CO | Investment Advisor | $353,473 | — | $353,473 |
| VULCAN VALUE PARTNERS | Investment Advisor | $349,577 | — | $349,577 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $335,423 | — | $335,423 |
| PUGH CAPITAL MANAGEMENT INC | Investment Advisor | $263,826 | — | $263,826 |
| LSV ASSET MANAGEMENT | Investment Advisor | $243,147 | — | $243,147 |
| EARNEST PARTNERS LLC | Investment Advisor | $204,436 | — | $204,436 |
| NISA INVESTMENT ADVISORS LLC | Investment Advisor | $83,401 | — | $83,401 |
| SEGALL BRYANT & HAMILL | Investment Advisor | $72,870 | — | $72,870 |
| STATE STREET GLOBAL ADVISORS | Investment Advisor | $24,371 | — | $24,371 |
| DODGE AND COX | Investment Advisor | $17,026 | — | $17,026 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN — Investment Advisor
- HARDING LOEVNER LP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,983,943
- Estimated Expense Ratio: 0.163% 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 |
|---|---|---|---|---|---|
| 2024 | $9,986,345 | $3,475,312 | $3,316,324 | — | — |
| 2023 | $8,893,317 | $3,399,504 | $1,873,456 | — | — |
| 2022 | $10,432,585 | $7,402,292 | — | — | $3,030,293 |