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: 301
- Total Participants: 0
- Total Assets: $2.3B
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 | $2.3B | $0 | $0 |
| 2023 | 0 | $2.3B | $0 | $0 |
| 2022 | 0 | $2.4B | $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 |
|---|---|---|---|---|
| HIMALAYA CAPITAL MANAGEMENT | Investment Advisor | $4,229,700 | — | $4,229,700 |
| T.ROWE PRICE ASSOCIATES INC. | Investment Advisor | $1,061,740 | — | $1,061,740 |
| LANCASTER INVESTMENT MANAGEMENT LLP | Investment Advisor | $989,811 | — | $989,811 |
| VULCAN VALUE PARTNERS LLC | Other Service Provider | $718,722 | — | $718,722 |
| ARIEL INVESTMENTS LLC | Other Service Provider | $697,902 | — | $697,902 |
| BROWN CAPITAL MANAGEMENT LLC | Investment Advisor | $486,076 | — | $486,076 |
| J.P. MORGAN INVESTMENT MGMT INC | Investment Advisor | $471,221 | — | $471,221 |
| MORGAN STANLEY INVESTMENT MGMT | Investment Advisor | $469,848 | — | $469,848 |
| HARDING LOEVNER LP | Investment Advisor | $454,974 | — | $454,974 |
| ACADIAN ASSET MANAGEMENT LLC | Investment Advisor | $425,808 | — | $425,808 |
| LEGAL & GENERAL INVESTMENT MGMT | Investment Advisor | $276,333 | — | $276,333 |
| UBS ASSET MANAGEMENT TRUST COMPANY | Investment Advisor | $211,650 | — | $211,650 |
| SEGALL BRYANT & HAMILL LLC | Investment Advisor | $64,950 | — | $64,950 |
| JB INVESTMENTS MANAGEMENT LLC | Investment Advisor | $35,000 | — | $35,000 |
| NORTHERN TRUST CORPORATION | Custodian / Trustee | $15,220 | — | $15,220 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MGMT INC — Investment Advisor
- HARDING LOEVNER LP — Investment Advisor
- UBS ASSET MANAGEMENT TRUST COMPANY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,608,955
- Estimated Expense Ratio: 0.454% 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 | $8,197,917 | $8,181,801 | — | — | — |
| 2023 | $10,703,143 | $10,675,732 | — | — | — |
| 2022 | $9,699,456 | $9,655,571 | — | — | $41,889 |