Plan Ledger DOL Form 5500 · updated monthly

Cb Richard Ellis-Raleigh LLC401(k)

CB RICHARD ELLIS-RALEIGH LLC 401(K) PLAN · RALEIGH, NC · plan year 2023

Reported admin expense ratio · 2023
0.20%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Cb Richard Ellis-Raleigh LLC reported $36,875 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,507 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 706th-largest of 2,005 plans among North Carolina employers on file, and the 633rd of 2,096 in real estate & leasing. In 2023, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,218,820
Participants with balances147
Active participants111
Employer contributions$611,294
Employee contributions$1,248,322
Employer contribution per active participant$5,507
Average account balance$144,346
Benefits paid to participants$280,230
Plan auditUnmodified (clean) audit opinion
AuditorHPG
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $2K emplr
2023$21.2M · 147 accts · $611K emplr
2022$16.3M · 125 accts · $299K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,672
Investment management$23,203
Total administrative$36,875
The Cb Richard Ellis-Raleigh LLC 401(k) match · 2023
Employer contribution per active participant$5,507
Median for plans this size$2,440
2023$5,507 per active participant
2022$2,472 per active participant

Cb Richard Ellis-Raleigh LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS LLC · Loan processing · Recordkeeping$14,407
MIDATLANTIC CAPITAL MANAGEMENT · Investment advisory (plan)$23,203

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$36,875 · 0.20%
2022$34,449 · 0.19%
Same employer
Similar plansReal Estate & Leasing · North Carolina
Koury Corporation NC$28.4M · 0.08%
O.R. Colan Associates, LLC NC$27.6M · 0.38%
Grubb Management, LLC NC$21.9M · 0.37%
Allen Tate Real Estate, LLC NC$17.3M · 0.55%
D P Preiss Company Inc NC$15.0M · 0.47%
Trinity Partners, LLC NC$14.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542040378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.