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Original filing (PDF)20251015115124NAL0009068130001
ARES HOLDING CORPORATION
Form 5500
FILING_RECEIVED
ARES HOLDING CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
563
Accounts w/ balance
703
Plan assets (EOY)
$98.3M
Net assets (EOY)
$98.3M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARES HOLDING CORPORATION.
Plan sponsor
Name
ARES HOLDING CORPORATION
EIN
45-0682771
Address
1440 CHAPIN AVENUE · SUITE 390 · BURLINGAME, CA · 94010
Phone
(650) 401-7100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
36 direct securities· $97.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND K Mutual Fund | — | — | — | $16.2M | 16.5% | |
| FIDELITY BROKERAGELINK Self Directed Brokerage Accounts | — | — | — | $14.6M | 14.9% | |
| FID 500 INDEX Mutual Fund | — | — | — | $11.3M | 11.5% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $6.7M | 6.8% | |
| FID FDM IDX 2035 PRM Mutual Fund | — | — | — | $6.6M | 6.7% | |
| FID FDM IDX 2025 PRM Mutual Fund | — | — | — | $5.5M | 5.6% | |
| FID FDM IDX 2030 PRM Mutual Fund | — | — | — | $4.7M | 4.8% | |
| FID FDM IDX 2040 PRM Mutual Fund | — | — | — | $3.8M | 3.9% | |
| PIM SP INTL US$H IS Mutual Fund | — | — | — | $2.8M | 2.9% | |
| FID FDM IDX 2045 PRM Mutual Fund | — | — | — | $2.6M | 2.7% | |
| FID EXTD MKT IDX Mutual Fund | — | — | — | $2.5M | 2.6% | |
| STANDARD INSURANCE COMPANY STABLE ASSET FUND Guaranteed Investment Contract | — | — | — | $2.1M | 2.1% | |
| FID FDM IDX 2055 PRM Mutual Fund | — | — | — | $2.0M | 2.1% | |
| VANG MDCPVAL IDX ADM Mutual Fund | — | — | — | $1.8M | 1.8% | |
| FID SMALL CAP VALUE Mutual Fund | — | — | — | $1.7M | 1.7% | |
| BAIRD CORE PLUS INST Mutual Fund | — | — | — | $1.5M | 1.6% | |
| FID FDM IDX 2020 PRM Mutual Fund | — | — | — | $1.3M | 1.3% | |
| PUTN LG CAP VAL R6 Mutual Fund | — | — | — | $1.3M | 1.3% | |
| DFA INF PRT SEC PORT Mutual Fund | — | — | — | $873K | 0.9% | |
| FID FDM IDX 2060 PRM Mutual Fund | — | — | — | $805K | 0.8% | |
| FID FDM IDX 2015 PRM Mutual Fund | — | — | — | $780K | 0.8% | |
| FID US BOND IDX Mutual Fund | — | — | — | $712K | 0.7% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $703K | 0.7% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $697K | 0.7% | |
| Maturing through August 2030 $0 | — | — | — | $578K | 0.6% | |
| FID FDM IDX 2070 PRM Mutual Fund ** 67 * FID FDM IDX INC PRM Mutual Fund | — | — | — | $578K | 0.6% | |
| FID INTL INDEX Mutual Fund | — | — | — | $440K | 0.4% | |
| FID FDM IDX 2065 PRM Mutual Fund | — | — | — | $256K | 0.3% | |
| DFA SM CAP GRTH INST Mutual Fund | — | — | — | $248K | 0.3% | |
| C&S REAL ESTATE Z Mutual Fund | — | — | — | $221K | 0.2% | |
| BLKRK HI YLD INST Mutual Fund | — | — | — | $218K | 0.2% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $205K | 0.2% | |
| FH INTL SM-MD CO IS Mutual Fund | — | — | — | $194K | 0.2% | |
| FID EMERGING MKTS K Mutual Fund | — | — | — | $184K | 0.2% | |
| MFS INTL GROWTH R6 Mutual Fund | — | — | — | $169K | 0.2% | |
| FID GOVT MMKT Money Market Fund | — | — | — | $79K | <0.1% |