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: 2,416
- Total Assets: $152.7M
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 | 2,416 | $152.7M | $19.5M | $0 |
| 2023 | 2,340 | $123.6M | $0 | $0 |
| 2022 | 2,091 | $113.1M | $20.0M | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | RECORDKEEPING | $271,093 | — | $271,093 |
| EXELON BUSINESS SERVICES CO | ADMINISTRATOR | $134,854 | — | $134,854 |
| WILLIS TOWERS WATSON US LLC | ACTUARIAL | $108,183 | — | $108,183 |
| NORTHERN TRUST CORPORATION | TRUSTEE/CUSTODIAN | $19,905 | — | $19,905 |
| MITCHELL & TITUS, LLP | AUDITOR | $18,630 | — | $18,630 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | OTHER SERVICES | $5,545 | — | $5,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — RECORDKEEPING
- WILLIS TOWERS WATSON US LLC — ACTUARIAL
- MITCHELL & TITUS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $558,210
- Estimated Expense Ratio: 0.365% 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 | $823,106 | $16,233 | — | $18,630 | — |
| 2023 | $881,412 | $67 | $296,701 | $18,630 | — |
| 2022 | $755,332 | $6,453 | $277,513 | — | $113,918 |