Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S DEARBORN STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 314
- Total Participants: 0
- Total Assets: $554.7M
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 | $554.7M | $0 | $0 |
| 2023 | 0 | $599.4M | $0 | $0 |
| 2022 | 0 | $623.8M | $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 |
|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | Investment Advisor | $374,173 | — | $374,173 |
| NORTHERN TRUST CORPORATION | Custodian / Trustee | $14,887 | — | $14,887 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $389,060
- Estimated Expense Ratio: 0.070% 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 | $415,492 | $374,173 | — | — | — |
| 2023 | $501,404 | $488,342 | — | — | — |
| 2022 | $3,298,225 | $1,582,077 | — | — | $30,904 |