Stacey Holsinger signed CBRE Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CBRE Services, Inc.'s EIN is 52-1616016.
Download the official 2024 Form 5500 (PDF) for CBRE Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CBRE Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$521K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (1) Fidelity 500 Index Fund Mutual Fund (2) | Common Collective Trusts | — | — | $682.8M | 15.7% | |
| Loomis Sayles Growth Fund Mutual Fund (2) | Other securities | — | — | $307.2M | 7.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $288.9M | 6.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $288.5M | 6.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $237.5M | 5.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $229.8M | 5.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $213.5M | 4.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $210.6M | 4.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $194.5M | 4.5% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $172.9M | 4.0% | |
| Putnam Large Cap Value Trust Common/Collective Trust (2) | Common Collective Trusts | — | — | $172.9M | 4.0% | |
| (1) Fidelity Managed Income Portfolio Common/Collective Trust (2) | Common Collective Trusts | — | — | $156.7M | 3.6% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $156.7M | 3.6% | |
| (1) CBRE Group, Inc. Stock Fund Common Stock (2) | Common Stocks | — | — | $129.9M | 3.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $107.8M | 2.5% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund (2) | Other securities | — | — | $104.9M | 2.4% | |
| American Century Mid Cap Value Fund Mutual Fund (2) | Other securities | — | — | $100.6M | 2.3% | |
| TCW MetWest Total Return Bond Fund Class M Mutual Fund (2) | Other securities | — | — | $89.6M | 2.1% | |
| (1) Fidelity U.S. Bond Index Fund Mutual Fund (2) | Common Collective Trusts | — | — | $78.3M | 1.8% | |
| American Funds New Perspective Fund Mutual Fund (2) | Mutual Funds | — | — | $74.7M | 1.7% | |
| American Europacific Growth Fund Mutual Fund (2) | Other securities | — | — | $73.8M | 1.7% | |
| (1) Fidelity Balanced Fund Mutual Fund (2) | Mutual Funds | — | — | $69.5M | 1.6% | |
| (1) Fidelity Global Ex U.S. Index Fund Mutual Fund (2) | Common Collective Trusts | — | — | $67.3M | 1.5% | |
| Allspring Emerging Growth CIT Common/Collective Trust (2) | Common Collective Trusts | — | — | $60.1M | 1.4% | |
| AS EMRG GRTH CIT E2 WELLS FARGO BANK · EIN 84-7084399 / PN 001 | Common Collective Trust | — | — | $60.1M | 1.4% | |
| January 2025 to January 2030 (2) | Other securities | — | — | $50.0M | 1.2% | |
| Invesco Developing Markets Fund Mutual Fund (2) | Mutual Funds | — | — | $47.8M | 1.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $47.6M | 1.1% | |
| (1) Fidelity Extended Market Index Fund Mutual Fund (2) | Common Collective Trusts | — | — | $46.6M | 1.1% | |
| Franklin Small Cap Value Fund Mutual Fund (2) | Mutual Funds | — | — | $45.9M | 1.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $44.1M | 1.0% | |
| Parnassus Core Equity Fund Mutual Fund (2) | Other securities | — | — | $41.3M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $31.7M | 0.7% | |
| Blackrock Strategic Income Opportunities Fund Mutual Fund (2) | Other securities | — | — | $21.3M | 0.5% | |
| (1) NYLI CBRE Real Estate Class I Mutual Fund (2) | Other securities | — | — | $18.8M | 0.4% | |
| (1) Fidelity Real Estate Index Fund Mutual Fund (2) | Common Collective Trusts | — | — | $7.6M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $1.0M |
| — |
| GOLDMAN SACHS ASSET MANAGEMENT, L. | 13-3575636 | — | INVESTMENT ADVISOR | $142K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | ACCOUNTANT/AUDITOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES DAY | 34-0319085 | — | ATTORNEY/LEGAL | $46K | — |
| EVERSHEDS SUTHERLAND LLP | 58-0619407 | — | ATTORNEY/LEGAL | $42K | — |
