Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S. DEARBORN ST., 51ST FLOOR, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 20,243
- Total Assets: $6.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 20,243 | $6.3B | $113.8M | $233.7M |
| 2023 | 20,282 | $5.8B | $106.5M | $225.5M |
| 2022 | 19,297 | $5.2B | $92.2M | $225.4M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | CONSULTANT | $3,317,969 | — | $3,317,969 |
| NORTHWEST PLAN SERVICES | RECORDKEEPER | $2,126,919 | — | $2,126,919 |
| ALIGHT SOLUTIONS LLC | CONSULTANT | $68,004 | — | $68,004 |
| MITCHELL & TITUS | AUDITOR | $36,467 | — | $36,467 |
| MITCHELL & TITUS, LLP | Auditor | $36,467 | — | $36,467 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — RECORDKEEPER
- ALIGHT SOLUTIONS LLC — CONSULTANT
- MITCHELL & TITUS — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,585,826
- Estimated Expense Ratio: 0.088% 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 | $5,549,359 | $3,317,969 | — | $36,467 | — |
| 2023 | $3,607,229 | $1,873,264 | $1,699,235 | $34,730 | — |
| 2022 | $4,529,578 | — | $1,863,780 | — | $2,665,798 |