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: 317
- Total Participants: 0
- Total Assets: $149.3M
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 | $149.3M | $0 | $0 |
| 2023 | 0 | $167.7M | $0 | $0 |
| 2022 | 0 | $184.3M | $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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $53,759 | — | $53,759 |
| ACADIAN ASSET MANAGEMENT, LLC | Investment Advisor | $53,487 | — | $53,487 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $41,352 | — | $41,352 |
| MORGAN STANLEY INVESTMENT MGMT INC | Investment Advisor | $33,051 | — | $33,051 |
| BNY MELLON | Investment Advisor | $27,750 | — | $27,750 |
| HARDING LOEVNER LP | Investment Advisor | $21,774 | — | $21,774 |
| JACOBS LEVY EQUITY MANAGEMENT INC. | Investment Advisor | $10,374 | — | $10,374 |
| SEGALL BRYANT & HAMILL, LLC | Investment Advisor | $8,444 | — | $8,444 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $249,991
- Estimated Expense Ratio: 0.167% 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 | $2,408,089 | $208,639 | — | — | — |
| 2023 | $2,994,494 | $364,316 | — | — | — |
| 2022 | $8,670,650 | $191,585 | — | — | — |