Cbre 401(K) Plan — Form 5500 plan (Cbre Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cbre 401(K) Plan is a benefit plan reported by Cbre Services, Inc. under EIN 52-1616016 and plan number 001. The latest loaded filing year is 2023. The filing reports 47,341 participants and $3,691,428,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbre Services, Inc.
- EIN
- 52-1616016
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 47,341
- End-of-year plan assets
- $3,691,428,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47,341 | H, C | 20240627082912NAL0014093376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,691,428,680
- Total liabilities (EOY)
- $47,683
- Net assets (EOY)
- $3,691,380,997
- Net assets (BOY)
- $3,027,182,044
Income & contributions
- Employer contributions
- $108,347,536
- Participant contributions
- $298,701,333
- Total contributions
- $465,879,983
- Total income / additions
- $1,031,128,236
Expenses & distributions
- Benefits paid
- $365,265,203
- Administrative expenses
- $1,344,608
- Total expenses
- $366,929,283
- Net increase / (decrease)
- $664,198,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $873,987 | not reported in the loaded dataset | 2023 |
| Eversheds Sutherland Llp | ATTORNEY/LEGAL | $154,717 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $134,576 | not reported in the loaded dataset | 2023 |
| Curcio Webb, LLC | OTHER SERVICES | $84,402 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $73,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,232 | $0 | 2023 |
| Pricewaterhousecoopers Llp | CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cbre Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Eversheds Sutherland Llp — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Curcio Webb, LLC — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation