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: 3,004
- Total Assets: $1.9B
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 | 3,004 | $1.9B | $32.5M | $0 |
| 2023 | 3,199 | $2.0B | $65.0M | $0 |
| 2022 | 3,361 | $1.9B | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,616,164 | — | $1,616,164 |
| EXELON BUSINESS SERVICES CO | Recordkeeper | $928,752 | $626 | $929,378 |
| NORTHERN TRUST CORPORATION | Custodian / Trustee | $339,935 | — | $339,935 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $83,023 | — | $83,023 |
| ALBOURNE AMERICA LLC | Other Service Provider | $52,752 | — | $52,752 |
| CAISSA, LLC | Other Service Provider | $44,695 | — | $44,695 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $36,947 | — | $36,947 |
| MITCHELL & TITUS, LLP | Auditor | $30,125 | — | $30,125 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $30,109 | — | $30,109 |
| BLOOMBERG FINANCE LP | Other Service Provider | $21,688 | — | $21,688 |
| PLANTE MORAN | Other Service Provider | $16,207 | — | $16,207 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $9,606 | — | $9,606 |
| ICE DATA INDICIES LLC | Other Service Provider | $7,101 | — | $7,101 |
| MORGAN STANLEY CAPITAL INTL | Recordkeeper | $5,801 | — | $5,801 |
| ACCENTURE LLP | Other Service Provider | $5,489 | — | $5,489 |
| AETNA LIFE INSURANCE COMPANY | Investment Advisor | $5,090 | — | $5,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- ALIGHT SOLUTIONS LLC — Recordkeeper
- MITCHELL & TITUS, LLP — Auditor
- MORGAN STANLEY CAPITAL INTL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,234,110
- Estimated Expense Ratio: 0.173% 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 | $4,403,228 | $234,054 | — | $30,125 | — |
| 2023 | $9,422,018 | $61,825 | $1,086,983 | $30,125 | — |
| 2022 | $3,370,638 | $76,982 | $35,092 | — | $1,568,002 |