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Original filing (PDF)20251013111358NAL0001803648001
EXELON CORPORATION
Form 5500
FILING_RECEIVED
EXELON CORPORATION EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
20,243
Accounts w/ balance
25,991
Plan assets (EOY)
$6.3B
Net assets (EOY)
$6.3B
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest in net assets of Master Trust, at fair value" is 98% of plan.
- 9 bps in Schedule C fees — 76% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXELON CORPORATION.
Plan sponsor
Name
EXELON CORPORATION
EIN
23-2990190
Address
10 S. DEARBORN ST., 51ST FLOOR · CHICAGO, IL · 60603
Phone
(779) 231-3185
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | RECORDKEEPER | $2.1M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | CONSULTANT | $3.3M | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $68K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS | 13-2781641 | — | AUDITOR | $36K | — |
Investments
2 direct securities · 2 pooled funds· $12.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.3B
2 holdings
Master Trust
$6.2B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest in net assets of Master Trust, at fair value | — | — | — | $6.2B | 97.5% | |
| EXC DCRP MASTER TRUST - PRIMARY EXELON CORPORATION · EIN 23-2990190 / PN 300 | Master Trust | — | — | $6.0B | 94.9% | |
| EXC DCRP MASTER TRUST - REAL ESTATE EXELON CORPORATION · EIN 23-2990190 / PN 316 | Master Trust | — | — | $159.1M | 2.5% | |
| Notes receivable from participants Interest rates: 3.25% - 9.50% | — | — | — | $114.8M | 1.8% |