Dte Electric Company Savings And Stock Ownership Plan For Employees Represented By Local 223 Of The Utility Workers Union Of America
Sponsored by Dte Energy Corporate Services, Llc · EIN 205898509 · Plan #003
- Total assets
- $963M
- Net assets
- $963M
- Active participants
- 3,439
- With balances
- 4,070
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $597,917 |
| Blackrock Institutional Trust Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $28,477 |
| Jpmorgan Chase Bank, Na | Investment advisory (plan), Investment management, Direct payment from the plan | $10,666 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $1,830 |