Plan Snapshot
- Plan Sponsor: Dte Energy Corporate Services, LLC
- Sponsor EIN: 256264027
- Sponsor Address: ONE ENERGY PLAZA, DETROIT, MI, 482261221
- Plan Type: 401(k)
- Plan Number: 021
- Total Participants: 0
- Total Assets: $4.3B
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 | $4.3B | $0 | $0 |
| 2023 | 0 | $4.5B | $0 | $0 |
| 2022 | 0 | $4.4B | $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 |
|---|---|---|---|---|
| NISA INVESMENT ADVISORS, LLC | Other Service Provider | $1,666,704 | — | $1,666,704 |
| PIMCO | Other Service Provider | $1,468,679 | — | $1,468,679 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $913,936 | — | $913,936 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $635,808 | — | $635,808 |
| NEUBERGER BERMAN INVESTMENT ADVISOR | Other Service Provider | $635,644 | — | $635,644 |
| EARNEST PARTNERS, LLC | Other Service Provider | $381,544 | — | $381,544 |
| NEPC, LLC | Recordkeeper | $220,242 | — | $220,242 |
| AETOS ALTERNATIVES MANAGEMENT, LP | Other Service Provider | $131,668 | — | $131,668 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $129,357 | — | $129,357 |
| PLANTE & MORAN PLLC | Other Service Provider | $128,700 | — | $128,700 |
| KAYNE ANDERSON CAPITAL ADVISORS | Other Service Provider | $87,202 | — | $87,202 |
| DYNAMO SOFTWARE | Other Service Provider | $42,492 | — | $42,492 |
| FTSE FIXED INCOME LLC | Other Service Provider | $19,888 | — | $19,888 |
| CIEBA | Other Service Provider | $13,265 | — | $13,265 |
| NORTON ROSE FULBRIGHT US LLP | ERISA Attorney | $12,855 | — | $12,855 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $11,776 | — | $11,776 |
| CBOE GLOBAL MARKETS, INC | Other Service Provider | $9,233 | — | $9,233 |
| BRADLEY ARANT BOULT CUMMINGS LLP | ERISA Attorney | $6,636 | — | $6,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — 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: $6,515,629
- Estimated Expense Ratio: 0.151% 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 | $5,130,324 | $5,364,102 | $11,776 | — | — |
| 2023 | $5,433,437 | $4,403,601 | $11,936 | — | — |
| 2022 | $8,223,248 | $7,291,705 | $533,715 | — | $345,059 |