Plan Snapshot
- Plan Sponsor: Cbre Services, INC.
- Sponsor EIN: 521616016
- Sponsor Address: 2121 NORTH PEARL STREET, SUITE 300, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 55,809
- Total Assets: $4.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 55,809 | $4.9B | $0 | $0 |
| 2024 | 41,038 | $4.3B | $113.0M | $323.9M |
| 2023 | 36,834 | $3.7B | $108.3M | $298.7M |
| 2022 | 36,574 | $3.0B | $98.2M | $277.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $1,312,794 | — | $1,312,794 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $137,936 | — | $137,936 |
| EVERSHEDS SUTHERLAND LLP | ERISA Attorney | $91,403 | — | $91,403 |
| KPMG LLP | Auditor | $76,000 | — | $76,000 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Other Service Provider | $60,000 | — | $60,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,678,133
- Estimated Expense Ratio: 0.034% 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 |
|---|---|---|---|---|---|
| 2025 | $643,615,322 | $1,985,532 | $6,600 | $76,000 | — |
| 2024 | $833,765 | $1,249,851 | — | $75,000 | — |
| 2023 | $1,344,608 | $1,008,563 | — | $73,000 | — |
| 2022 | $2,599,448 | $1,087,584 | $417,127 | — | $1,094,737 |