2023 Form 5500 filing — Ares Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240906134537NAL0001169025001) for Ares Retirement Savings Plan, reported by Ares Management LLC under EIN 27-2078839 and plan number 001. It reports 2,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906134537NAL0001169025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ares Management LLC
- EIN
- 27-2078839
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 2,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $399,284,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $399,284,572
- Employer contributions
- $14,506,160
- Participant contributions
- $35,872,195
- Total income / additions
- $129,900,865
- Benefits paid
- $18,293,762
- Administrative expenses
- $171,945
- Total expenses
- $18,485,794
- Net increase / (decrease)
- $111,415,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $169,639 | not reported in the loaded dataset |
| Vasquez & Company Llp | ACCOUNTANT/AUDITOR | $19,570 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,264 | $0 |