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Original filing (PDF)20251003070745NAL0001892240001
DTE ENERGY CORPORATE SERVICES, LLC
Form 5500
FILING_RECEIVED
DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
581
Accounts w/ balance
652
Plan assets (EOY)
$229.0M
Net assets (EOY)
$229.0M
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.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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
004
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
GJC CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $135K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $5K | — |
| JPMORGAN CHASE BANK, NA | 13-4994650 | — | NONE | $4K | — |
Investments
4 direct securities · 1 pooled fund· $282.1M(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
$224.6M
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 | — | — | $224.6M | 98.1% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $27.0M | 11.8% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $24.0M | 10.5% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $4.4M | 1.9% | |
| Participant notes receivable Participant notes receivable with interest rates ranging from 4.25% to 9.50% — | — | — | — | $2.2M | 0.9% |