Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S DEARBORN STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 423
- Total Participants: 0
- Total Assets: $167.8M
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 | $167.8M | $0 | $0 |
| 2023 | 0 | $143.3M | $0 | $0 |
| 2022 | 0 | $188.7M | $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 |
|---|---|---|---|---|
| HEITMAN LLC | Investment Advisor | $404,064 | — | $404,064 |
| BLACKROCK INSTITUTIONAL TRUST COM | Investment Advisor | $78,864 | — | $78,864 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $482,928
- Estimated Expense Ratio: 0.288% 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 | $483,949 | $482,928 | — | — | — |
| 2023 | $452,854 | $451,797 | — | — | — |
| 2022 | $584,070 | $581,313 | — | — | $2,757 |