Retirement plan

CBRE 401(K) PLAN

Name: CBRE SERVICES, INC. - CBRE 401(K) PLAN (2022) Form 5500
Creator: CBRE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBRE 401(K) PLAN, CBRE SERVICES, INC.

CBRE SERVICES, INC.EIN 52-1616016Plan #001PY 2022

2100 MCKINNEY AVE, SUITE 1250 - DALLAS, TX 75201214-979-6100LinkedIn51-200 employeescommercial real estate

Prospect flagsFailed to provide benefitCorrective distributions

Top hat statement on fileNQDC

Filed July 18, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$3027.3M

-13.8% from 2016

Total participants

47,341

-5.3% from 2016

Average account balance

$71,586

-5.8% from 2016

Annual return

-15.67%

-7.89 pp from 2016

Benchmarks

See 1,143 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,143 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$91K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

47,787

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$436.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$17

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
PRICEWATERHOUSECOOPERS LLP1 year Service code 16 · EIN 13-4008324 300 MADISON AVENUE · NEW YORK, NY 10017	Consulting	$1,094,737
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$953,108
FIDELITY INVESTMENTS INSTITUTIONAL6 years Service code 37 · EIN 04-2647786	Loan Processing	$370,046
GALLAGHER FIDUCIARY ADVISORS, LLC8+ years Service code 27 · EIN 36-4291971	Advisory (Plan)	$134,476
EVERSHEDS SUTHERLAND (US) LLP1 year Filed as: EVERSHEDS SUTHERLAND LLP Service code 29 · EIN 58-0619407	Legal	$47,081

Plan features & details

Pension benefit codes2K2T3B3F3H3J2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3J
U.S.-based Puerto Rico dual-qualified plan
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2.6M

$71 / participant

Investment mgmt$1M41.8%
Contract admin$417K16.0%
Other / not subdivided$1M42.1%

% of EOY assets

0.086%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,586

$89,433-20.0%

$160,039-55.3%

$89,433-20.0%

Participation rate

86.2%

71.3%+14.9pp

78.0%+8.2pp

71.3%+14.9pp

Annual return

-15.67%

-11.88%-3.8pp

409.10%-424.8pp

-11.88%-3.8pp

Employer contribution / active EE

$2,686

$3,021-11.1%

$4,226-36.4%

$3,021-11.1%

Participant deferral / active EE

$7,573

$5,125+47.8%

$6,184+22.5%

$5,125+47.8%

Admin fee / account holder

$61

$79-22.6%

$8,716-99.3%

$79-22.6%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP1 year

Service code 16 · EIN 13-4008324

300 MADISON AVENUE · NEW YORK, NY 10017

Consulting

$1,094,737

STRATEGIC ADVISORS, INC.6 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$953,108

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Service code 37 · EIN 04-2647786

Loan Processing

$370,046

GALLAGHER FIDUCIARY ADVISORS, LLC8+ years

Service code 27 · EIN 36-4291971

Advisory (Plan)

$134,476

EVERSHEDS SUTHERLAND (US) LLP1 year

Filed as: EVERSHEDS SUTHERLAND LLP

Service code 29 · EIN 58-0619407

Legal

$47,081

CBRE 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBRE 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion