Plan Snapshot
- Plan Sponsor: Dte Energy Corporate Services, LLC
- Sponsor EIN: 205898509
- Sponsor Address: ONE ENERGY PLAZA, DETROIT, MI, 482261221
- Plan Type: 401(k)
- Plan Number: 523
- Total Participants: 9,438
- Total Assets: $86.2M
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 | 9,438 | $86.2M | $7.4M | $3.9M |
| 2023 | 9,909 | $94.4M | $7.3M | $4.1M |
| 2022 | 10,220 | $98.5M | $7.4M | $4.2M |
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 |
|---|---|---|---|---|
| GEORGE JOHNSON & COMPANY | Auditor | $18,050 | — | $18,050 |
| PLANTE & MORAN, PLLC | Other Service Provider | $17,475 | — | $17,475 |
| DTE ENERGY CORPORATE SERVICES LLC | Other Service Provider | $6,121 | — | $6,121 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEORGE JOHNSON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,646
- Estimated Expense Ratio: 0.048% 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 | $43,428 | — | — | $18,050 | — |
| 2023 | $62,705 | — | $12,341 | $16,067 | — |
| 2022 | $46,368 | — | $4,255 | — | $33,856 |