Plan Snapshot
- Plan Sponsor: Dte Energy Corporate Services, LLC
- Sponsor EIN: 200471790
- Sponsor Address: ONE ENERGY PLAZA, DETROIT, MI, 482261221
- Plan Type: 401(k)
- Plan Number: 023
- Total Participants: 0
- Total Assets: $1.3B
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 | 0 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.3B | $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 |
|---|---|---|---|---|
| GOLDMAN SACHS & CO. LLC | Investment Advisor | $542,792 | — | $542,792 |
| PIMCO | Other Service Provider | $470,011 | — | $470,011 |
| NISA INVESMENT ADVISORS LLC | Other Service Provider | $439,776 | — | $439,776 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $394,915 | — | $394,915 |
| NEUBERGER BERMAN INVESTMENT ADVISOR | Other Service Provider | $105,191 | — | $105,191 |
| KAYNE ANDERSON CAPITAL ADVISORS, L. | Other Service Provider | $80,872 | — | $80,872 |
| NEPC, LLC | Recordkeeper | $80,842 | — | $80,842 |
| PLANTE & MORAN PLLC | Other Service Provider | $63,452 | — | $63,452 |
| AETOS ALTERNATIVES MANAGEMENT, LP | Other Service Provider | $58,473 | — | $58,473 |
| AON CONSULTING, INC. | Recordkeeper | $30,000 | — | $30,000 |
| NORTON ROSE FULBRIGHT US LLP | ERISA Attorney | $13,955 | — | $13,955 |
| EARNEST PARTNERS, LLC | Other Service Provider | $13,682 | — | $13,682 |
| DYNAMO SOFTWARE | Other Service Provider | $12,434 | — | $12,434 |
| BRADLEY ARANT BOULT CUMMINGS LLP | ERISA Attorney | $10,874 | — | $10,874 |
| CBOE GLOBAL MARKETS, INC. | Other Service Provider | $9,233 | — | $9,233 |
| FTSE FIXED INCOME LLC VEBA | Other Service Provider | $5,898 | — | $5,898 |
| BLOOMBERG FINANCE LP | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS & CO. LLC — Investment Advisor
- NEPC, LLC — Recordkeeper
- AON CONSULTING, INC. — Recordkeeper
- NORTON ROSE FULBRIGHT US LLP — ERISA Attorney
- BRADLEY ARANT BOULT CUMMINGS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,337,400
- Estimated Expense Ratio: 0.175% 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 | $2,169,521 | $1,540,412 | — | — | — |
| 2023 | $3,827,378 | $3,171,420 | — | — | — |
| 2022 | $6,613,695 | $6,017,573 | $444,335 | — | $195,880 |