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Original filing (PDF)20250625143305NAL0011386768001
CBRE SERVICES, INC.
Form 5500
FILING_RECEIVED
CBRE 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure7 service providers
Active participants
41,038
Accounts w/ balance
47,787
Plan assets (EOY)
$4.3B
Net assets (EOY)
$4.3B
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBRE SERVICES, INC..
Plan sponsor
Name
CBRE SERVICES, INC.
EIN
52-1616016
Address
2121 NORTH PEARL STREET, SUITE 300 · DALLAS, TX · 75201
Phone
(214) 979-6100
Industry
Real Estatesee all
Plan administrator
Name
STACEY HOLSINGER
EIN
93-2028126
City
RICHARDSON, TX
Phone
(214) 438-8662
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
KPMG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$521K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
| GOLDMAN SACHS ASSET MANAGEMENT, L. | 13-3575636 | — | INVESTMENT ADVISOR | $142K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $62K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | ACCOUNTANT/AUDITOR | $75K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES DAY | 34-0319085 | — | ATTORNEY/LEGAL | $46K | — |
| EVERSHEDS SUTHERLAND LLP | 58-0619407 | — | ATTORNEY/LEGAL | $42K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities · 14 pooled funds· $4.7B(100% of reported assets)
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.
Uncategorized
$2.4B
22 holdings
Common Collective Trust
$2.3B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (1) Fidelity 500 Index Fund Mutual Fund (2) | — | — | — | $682.8M | 15.7% | |
| Loomis Sayles Growth Fund Mutual Fund (2) | — | — | — | $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) | — | — | — | $172.9M | 4.0% | |
| (1) Fidelity Managed Income Portfolio Common/Collective Trust (2) | — | — | — | $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) | — | — | — | $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) | — | — | — | $104.9M | 2.4% | |
| American Century Mid Cap Value Fund Mutual Fund (2) | — | — | — | $100.6M | 2.3% | |
| TCW MetWest Total Return Bond Fund Class M Mutual Fund (2) | — | — | — | $89.6M | 2.1% | |
| (1) Fidelity U.S. Bond Index Fund Mutual Fund (2) | — | — | — | $78.3M | 1.8% | |
| American Funds New Perspective Fund Mutual Fund (2) | — | — | — | $74.7M | 1.7% | |
| American Europacific Growth Fund Mutual Fund (2) | — | — | — | $73.8M | 1.7% | |
| (1) Fidelity Balanced Fund Mutual Fund (2) | — | — | — | $69.5M | 1.6% | |
| (1) Fidelity Global Ex U.S. Index Fund Mutual Fund (2) | — | — | — | $67.3M | 1.5% | |
| Allspring Emerging Growth CIT Common/Collective Trust (2) | — | — | — | $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) | — | — | — | $50.0M | 1.2% | |
| Invesco Developing Markets Fund Mutual Fund (2) | — | — | — | $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) | — | — | — | $46.6M | 1.1% | |
| Franklin Small Cap Value Fund Mutual Fund (2) | — | — | — | $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) | — | — | — | $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) | — | — | — | $21.3M | 0.5% | |
| (1) NYLI CBRE Real Estate Class I Mutual Fund (2) | — | — | — | $18.8M | 0.4% | |
| (1) Fidelity Real Estate Index Fund Mutual Fund (2) | — | — | — | $7.6M | 0.2% |