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: 303
- Total Participants: 0
- Total Assets: $350.2M
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 | $350.2M | $0 | $0 |
| 2023 | 0 | $302.1M | $0 | $0 |
| 2022 | 0 | $375.1M | $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 |
|---|---|---|---|---|
| BLACKSTONE CREDIT SYSTEMATIC STRAT | Investment Advisor | $252,552 | — | $252,552 |
| DOUBLELINE CAPITAL | Investment Advisor | $244,349 | — | $244,349 |
| DODGE & COX | Investment Advisor | $142,808 | — | $142,808 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $9,211 | — | $9,211 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $648,920
- Estimated Expense Ratio: 0.185% 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 | $648,920 | $639,709 | — | — | — |
| 2023 | $641,189 | $631,412 | — | — | — |
| 2022 | $480,744 | $452,526 | — | — | $28,218 |