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Original filing (PDF)20251003070541NAL0001143601001
DTE ENERGY CORPORATE SERVICES, LLC
Form 5500
FILING_RECEIVED
DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
3,439
Accounts w/ balance
4,070
Plan assets (EOY)
$963.3M
Net assets (EOY)
$963.3M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
77
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% —" is 47% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DTE ENERGY CORPORATE SERVICES, LLC.
Plan sponsor
Name
DTE ENERGY CORPORATE SERVICES, LLC
EIN
20-5898509
Address
ONE ENERGY PLAZA 240 G O · DETROIT, MI · 48226
Phone
(734) 417-7832
Industry
Utilitiessee all
Plan administrator
Name
THE DTE ENERGY COMPANY BENEFIT PLAN
EIN
38-3217752
City
DETROIT, MI
Phone
(313) 235-8257
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
GJC CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $598K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $28K | — |
| JPMORGAN CHASE BANK, NA | 13-4994650 | — | NONE | $11K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $2K | — |
Investments
4 direct securities · 1 pooled fund· $997.2M(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.
Master Trust
$939.6M
1 holding
Uncategorized
$57.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE DTE ENERGY CO MASTER PLAN TRUST DTE ENERGY COMPANY · EIN 04-6767525 / PN 022 | Master Trust | — | — | $939.6M | 97.5% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $27.0M | 2.8% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $24.0M | 2.5% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $4.4M | 0.5% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $2.2M | 0.2% |