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: 1,968
- Total Assets: $966.8M
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 | 1,968 | $966.8M | $25.0M | $0 |
| 2023 | 2,107 | $1.0B | $17.5M | $0 |
| 2022 | 2,228 | $1.0B | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | RECORDKEEPING | $530,121 | — | $530,121 |
| EXELON BUSINESS SERVICES CO | ADMINISTRATOR | $496,452 | $122 | $496,574 |
| NORTHERN TRUST CORPORATION | TRUSTEE/CUSTODIAN | $183,279 | — | $183,279 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $141,177 | — | $141,177 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | OTHER SERVICES | $42,266 | — | $42,266 |
| CAISSA, LLC | OTHER SERVICES | $28,085 | — | $28,085 |
| ALBOURNE AMERICA LLC | CONSULTANT | $28,069 | — | $28,069 |
| BLACKROCK INSTITUTIONAL TRUST CO | INVESTMENT MANAGER | $24,901 | — | $24,901 |
| MITCHELL & TITUS, LLP | AUDITOR | $23,390 | — | $23,390 |
| PLANTE MORAN | CONSULTANT | $11,587 | — | $11,587 |
| BLOOMBERG FINANCE LP | OTHER SERVICES | $11,404 | — | $11,404 |
| EVESTMENT ALLIANCE LLC | OTHER SERVICES | $5,186 | — | $5,186 |
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 — ACTUARY
- MITCHELL & TITUS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,526,039
- Estimated Expense Ratio: 0.158% 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 | $5,787,517 | $117,373 | — | $23,390 | — |
| 2023 | $6,477,365 | $347 | $555,227 | $21,390 | — |
| 2022 | $2,327,374 | $65,622 | $735,558 | — | $293,833 |