Cbre 401(k) Plan
Sponsored by Cbre Services, Inc. · EIN 521616016 · Plan #001
- Total assets
- $4.3B
- Net assets
- $4.3B
- Active participants
- 41,038
- With balances
- 47,787
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 99% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,045,657 |
| Goldman Sachs Asset Management, L. | Investment advisory (plan) | $142,125 |
| Kpmg Llp | Accounting | $75,000 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general), Investment advisory (plan), Investment management | $62,069 |
| Jones Day | Legal | $45,797 |
| Eversheds Sutherland Llp | Legal | $41,815 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$520,964 |