Ares Holding Corporation 401(K) Plan — Form 5500 plan (Ares Holding Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ares Holding Corporation 401(K) Plan is a benefit plan reported by Ares Holding Corporation under EIN 45-0682771 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $84,947,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ares Holding Corporation
- EIN
- 45-0682771
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $84,947,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20241015144055NAL0058189042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,947,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,947,367
- Net assets (BOY)
- $70,343,590
Income & contributions
- Employer contributions
- $819,497
- Participant contributions
- $3,678,869
- Total contributions
- $6,350,526
- Total income / additions
- $20,823,644
Expenses & distributions
- Benefits paid
- $6,109,530
- Administrative expenses
- $92,250
- Total expenses
- $6,219,867
- Net increase / (decrease)
- $14,603,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | ADVISOR | $51,599 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,237 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,313 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ares Holding Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation