Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › CBRE Services
CBRE Services 401(k)
- Real estate and rental and leasing
- Dallas, TX
- EIN 52-1616016
- 1 plan with Schedule H financials
- Plan year 2024
- CBRE Services, Inc.
Filed as negative.Schedule H line 2i(3) is reported as -$520,964. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · CBRE 401(k) Plan · plan year 2024
$4,341,961,548
47,787 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250625143305NAL0011386768001, received 2025-06-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250625143305NAL0011386768001, received 2025-06-25
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-25.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 47,787
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250625143305NAL0011386768001, received 2025-06-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250625143305NAL0011386768001, received 2025-06-25
Administrative expenses per participant
$17.45
Higher than 7% of the 1,076 plans over $1B that report it.
Source
= $833,765 / 47,787
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250625143305NAL0011386768001, received 2025-06-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250625143305NAL0011386768001, received 2025-06-25
Administrative expenses as a share of assets
0.019%
Higher than 16% of the 1,076 plans over $1B that report it.
Source
= $833,765 / $4,341,961,548
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250625143305NAL0011386768001, received 2025-06-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250625143305NAL0011386768001, received 2025-06-25
Employer contributions per participant
$2,364
Higher than 24% of the 1,135 plans over $1B that report it.
Source
= $112,986,656 / 47,787
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250625143305NAL0011386768001, received 2025-06-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250625143305NAL0011386768001, received 2025-06-25
Employer share of total contributions
21.8%
Higher than 14% of the 1,135 plans over $1B that report it.
Source
= $112,986,656 / $519,271,641
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250625143305NAL0011386768001, received 2025-06-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250625143305NAL0011386768001, received 2025-06-25
Plan terms, as stated in CBRE Services, Inc.'s SEC filings
Plan terms are described in CBRE Services, Inc.'s SEC filings: Form 11-K filed 2001-07-02 and Form 10-K filed 1998-03-25. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3F · 3H controlled-group sponsor · 3J · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250625143305NAL0011386768001, received 2025-06-25
Full record, CBRE 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CBRE SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Plan name | CBRE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Sponsor EIN / plan number | 52-1616016 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Industry (business code) | 531390, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Filing received | 2025-06-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Participants, beginning of year | 47,222 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Active participants | 41,038 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Participants, end of year | 51,826 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Participants with an account balance | 47,787 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total assets, beginning of year | $3,691,428,680 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total assets, end of year | $4,341,961,548 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Net assets, end of year | $4,341,860,336 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total income | $1,087,086,808 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Net income | $650,414,652 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Employer contributions | $112,986,656 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Participant contributions | $323,888,341 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Other contributions (incl. rollovers) | $82,396,644 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total contributions | $519,271,641 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Benefit payments | $435,494,731 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total expenses (incl. benefit payments) | $436,672,156 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Total administrative expenses | $833,765 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Recordkeeping fees | -$520,964 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| IQPA audit fees | $75,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Investment advisory and management fees | $1,249,851 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Held in common/collective trusts | $2,284,194,019 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Held in mutual funds | $1,877,900,134 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250625143305NAL0011386768001, received 2025-06-25 |
| Independent auditor | KPMG | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250625143305NAL0011386768001, received 2025-06-25 |
Position = column in the DOL layout for form year 2024. Filing 20250625143305NAL0011386768001, received 2025-06-25.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $1,045,657 | no |
| GOLDMAN SACHS ASSET MANAGEMENT, L. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $142,125 | no |
| KPMG LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $75,000 | no |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISOR | 16 Consulting (general); 27 Investment advisory (plan); 28 Investment management | $62,069 | no |
| JONES DAY | ATTORNEY/LEGAL | 29 Legal | $45,797 | no |
| EVERSHEDS SUTHERLAND LLP | ATTORNEY/LEGAL | 29 Legal | $41,815 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $-520,964 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250625143305NAL0011386768001, received 2025-06-25.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,691,428,680 | $4,341,961,548 | 17.6% |
| Participants with a balance | 43,321 | 47,787 | 10.3% |
| Administrative expenses | $1,344,608 | $833,765 | -38.0% |
| Recordkeeping fees per participant | $1.21 | not reported | |
| Employer contributions | $108,347,536 | $112,986,656 | 4.3% |
Prior filing 20240627082912NAL0014093376001, received 2024-06-27; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CBRE SERVICES, INC.; SEC registrant: CBRE SERVICES, INC. (CIK 852203, matched by EIN).