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Original filing (PDF)20251015105058NAL0008823650001
ARES HOLDINGS, LLC
Form 5500
FILING_RECEIVED
NEXTECH 401(K) PLAN
401(k) retirement plan
Active participants
2,801
Accounts w/ balance
2,279
Plan assets (EOY)
$56.5M
Net assets (EOY)
$56.5M
How this plan invests
This plan
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARES HOLDINGS, LLC.
Plan sponsor
Name
ARES HOLDINGS, LLC
DBA
CMS/NEXTECH
EIN
65-1162436
Address
1045 S. JOHN RODES BLVD. · MELBOURNE, FL · 32904
Phone
(321) 473-0328
Industry
Management of Companies / Holdingssee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERMAN HOPKINS WRIGHT LAHAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
35 direct securities· $56.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral Mutual Fund | — | — | — | $9.2M | 16.3% | |
| Alger Capital Appreciation Institutional Fund Mutual Fund | — | — | — | $5.7M | 10.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.3M | 7.5% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $3.3M | 5.8% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $3.3M | 5.8% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $3.2M | 5.7% | |
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $3.1M | 5.5% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $2.1M | 3.8% | |
| Fidelity Freedom 2010 Fund Mutual Fund | — | — | — | $2.1M | 3.8% | |
| Vanguard Equity Income Fund Admiral Mutual Fund | — | — | — | $1.9M | 3.3% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $1.8M | 3.2% | |
| The Standard's Stable Asset Fund Stable Value Fund | — | — | — | $1.8M | 3.1% | |
| Notes receivable from participants, net Maturing through 2034 - | — | — | — | $1.3M | 2.3% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $1.3M | 2.2% | |
| T. Rowe Price New Horizons Fund Mutual Fund | — | — | — | $1.2M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.0M | 1.8% | |
| JPMorgan Core Plus Bond Fund Class I Mutual Fund | — | — | — | $982K | 1.7% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $936K | 1.7% | |
| Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $922K | 1.6% | |
| JPMorgan Mid Cap Value L Fund Mutual Fund | — | — | — | $852K | 1.5% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $846K | 1.5% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $840K | 1.5% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund | — | — | — | $759K | 1.3% | |
| Principal SmallCap Growth Fund I Class R-6 Mutual Fund | — | — | — | $714K | 1.3% | |
| Invesco Oppenheimer Developing Markets Y Mutual Fund | — | — | — | $705K | 1.2% | |
| Vanguard Developed Markets Index Fund Admiral Mutual Fund | — | — | — | $686K | 1.2% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $588K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $332K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $329K | 0.6% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $108K | 0.2% | |
| Manning & Napier Rainier International Discovery Mutual Fund | — | — | — | $73K | 0.1% | |
| Fidelity Freedom Income Mutual Fund | — | — | — | $63K | 0.1% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $51K | <0.1% | |
| Fidelity Freedom 2070 Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| Fidelity Freedom 2015 Fund Mutual Fund | — | — | — | $10K | <0.1% |
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