Plan Snapshot
- Plan Sponsor: Exelon Corporation
- Sponsor EIN: 232990190
- Sponsor Address: 10 S. DEARBORN ST., 51ST FLOOR, CHICAGO, IL, 60603
- Plan Type: DB
- Total Participants: 8,464
- Total Assets: $6.1B
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 | 8,464 | $6.1B | $198.0M | $0 |
| 2023 | 8,898 | $6.4B | $10.0M | $0 |
| 2022 | 9,116 | $6.5B | $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 |
|---|---|---|---|---|
| EXELON BUSINESS SERVICES CO | Recordkeeper | $3,112,722 | $2,710 | $3,115,432 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $2,425,938 | — | $2,425,938 |
| NORTHERN TRUST CORPORATION | Custodian / Trustee | $1,103,705 | — | $1,103,705 |
| WILLIS TOWERS WATSON US LLC | Actuary | $476,141 | — | $476,141 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $261,184 | — | $261,184 |
| CAISSA, LLC | Other Service Provider | $236,255 | — | $236,255 |
| ALBOURNE AMERICA, LLC | Other Service Provider | $175,870 | — | $175,870 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $120,607 | — | $120,607 |
| PLANTE MORAN | Other Service Provider | $79,021 | — | $79,021 |
| BLOOMBERG FINANCE LP | Other Service Provider | $70,686 | — | $70,686 |
| MITCHELL & TITUS, LLP | Auditor | $34,535 | — | $34,535 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $32,400 | — | $32,400 |
| ICE DATA INDICIES, LLC | Other Service Provider | $23,221 | — | $23,221 |
| EVERCORE INC | Other Service Provider | $19,367 | — | $19,367 |
| MORGAN STANLEY CAPITAL INTERNATIONA | Recordkeeper | $16,774 | — | $16,774 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $14,977 | — | $14,977 |
| ACCENTURE LLP | Other Service Provider | $12,954 | — | $12,954 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Actuary
- MITCHELL & TITUS, LLP — Auditor
- MORGAN STANLEY CAPITAL INTERNATIONA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,219,067
- Estimated Expense Ratio: 0.135% 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 | $27,887,557 | $728,730 | — | $34,535 | — |
| 2023 | $31,016,825 | $2,147 | $2,513,027 | $34,535 | — |
| 2022 | $36,041,089 | $396,042 | $2,924,328 | — | $580,257 |