Ares Retirement Savings Plan
Sponsored by Ares Management Llc · EIN 272078839 · Plan #001
- Total assets
- $519M
- Net assets
- $519M
- Active participants
- 2,003
- With balances
- 2,427
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $112,286 |
| Morgan Stanley Global Banking Oper | Investment advisory (plan) | $46,355 |
| Vasquez & Company Llp | Accounting | $21,630 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$97,584 |