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Original filing (PDF)20251007172515NAL0005117393001
COMERICA INCORPORATED
Form 5500
FILING_RECEIVED
COMERICA INCORPORATED PREFERRED SAVINGS PLAN
401(k) retirement plan
Active participants
7,885
Accounts w/ balance
10,994
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMERICA INCORPORATED.
Plan sponsor
Name
COMERICA INCORPORATED
EIN
38-1998421
Address
COMERICA BANK TOWER · 1717 MAIN STREET MC 6515 · DALLAS, TX · 75201
Phone
(866) 539-6341
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Name
COMERICA INCORPORATED BENEFITS COMMITTEE
EIN
38-1998421
City
DALLAS, TX
Phone
(866) 539-6341
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
ERNST YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $182K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $209K | — |
Investments
30 direct securities · 18 pooled funds· $2.2B(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.
Uncategorized
$1.2B
30 holdings
Common Collective Trust
$997.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $375.3M | 19.0% | |
| The Growth Fund of America | — | — | — | $186.0M | 9.4% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $124.1M | 6.3% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $112.5M | 5.7% | |
| Neuberger Berman Genesis Fund | — | — | — | $98.0M | 5.0% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $92.6M | 4.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $82.0M | 4.2% | |
| Comerica Incorporated common stock | — | — | — | $71.0M | 3.6% | |
| JPMorgan US Value Fund | — | — | — | $70.0M | 3.5% | |
| GALLIARD INTERMEDIATE CORE FUND L GALLIARD · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $66.3M | 3.4% | |
| Vanguard Small-Cap Index Fund | — | — | — | $60.0M | 3.0% | |
| Gabelli Treasury Money Market Fund | — | — | — | $58.0M | 2.9% | |
| Franklin Rising Dividends Fund | — | — | — | $56.0M | 2.8% | |
| GALLIARD SHORT CORE FUND F GALLIARD · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $49.1M | 2.5% | |
| BlackRock Mid-Cap Growth Equity Fund | — | — | — | $44.0M | 2.2% | |
| Metropolitan West Total Return Bond Plan | — | — | — | $43.0M | 2.2% | |
| EuroPacific Growth Fund | — | — | — | $41.0M | 2.1% | |
| Prudential Insurance Company | — | — | — | $37.0M | 1.9% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $36.0M | 1.8% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $35.4M | 1.8% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $35.1M | 1.8% | |
| Fidelity TD 2030 Fund | — | — | — | $35.0M | 1.8% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $34.0M | 1.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $33.0M | 1.7% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $31.0M | 1.6% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $26.1M | 1.3% | |
| State Street Bank and Trust | — | — | — | $25.0M | 1.3% | |
| Participant Loans | — | — | — | $24.0M | 1.2% | |
| Metropolitan Life Insurance Company | — | — | — | $23.0M | 1.2% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $20.0M | 1.0% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $19.5M | 1.0% | |
| Fidelity TD 2060 Fund | — | — | — | $19.0M | 1.0% | |
| Goldman Sachs Emerging Markets Equity Insights | — | — | — | $19.0M | 1.0% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $18.3M | 0.9% | |
| Fidelity TD 2015 Fund | — | — | — | $18.0M | 0.9% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $12.0M | 0.6% | |
| Fidelity TD Income Fund | — | — | — | $8.0M | 0.4% | |
| Metropolitan Life Insurance Company/Prudential Life Insurance Company/State Street Bank and Trust/Voya Retirement Insurance and Annuity Company | — | — | — | $8.0M | 0.4% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $7.9M | 0.4% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $7.4M | 0.4% | |
| Fidelity TD 2020 Fund | — | — | — | $7.0M | 0.4% | |
| Fidelity TD 2065 Fund | — | — | — | $4.0M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| WF/BlackRock Short-Term Investment Fund S | — | — | — | $3.0M | 0.2% | |
| BLACKROCK STIF S WELLS FARGO · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.1% | |
| Fidelity TD 2010 Fund | — | — | — | $1.0M | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $781K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |