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: 304
- Total Participants: 0
- Total Assets: $3.7B
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 | $3.7B | $0 | $0 |
| 2023 | 0 | $4.0B | $0 | $0 |
| 2022 | 0 | $3.7B | $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 SYTEMATIC STRAT | Investment Advisor | $1,560,199 | — | $1,560,199 |
| PACIFIC INVESTMENT MANAGEMENT CO | Investment Advisor | $1,094,661 | — | $1,094,661 |
| NISA INVESTMENT ADVISORS LLC | Investment Advisor | $1,091,151 | — | $1,091,151 |
| VOYA INVESTMENT MANAGEMENT CO LLC | Investment Advisor | $576,990 | — | $576,990 |
| DODGE & COX | Investment Advisor | $493,037 | — | $493,037 |
| NEUBERGER BERMAN INVESTMENT ADVISOR | Investment Advisor | $408,111 | — | $408,111 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $375,602 | — | $375,602 |
| DOUBLELINE CAPITAL LP | Investment Advisor | $227,014 | — | $227,014 |
| THE NORTHERN TRUST CORPORATION | Custodian / Trustee | $67,213 | — | $67,213 |
| JENNISON ASSOCIATES LLC | Investment Advisor | $60,431 | — | $60,431 |
| LEGAL & GENERAL INVESTMENT MGMT AME | Investment Advisor | $25,297 | — | $25,297 |
| METLIFE INVESTMENT MANAGEMENT | Investment Advisor | $11,366 | — | $11,366 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- JENNISON ASSOCIATES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,991,072
- Estimated Expense Ratio: 0.162% 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 | $5,991,432 | $5,923,857 | — | — | — |
| 2023 | $5,696,597 | $5,646,945 | — | — | — |
| 2022 | $5,527,520 | $5,450,414 | — | — | $77,106 |