Angeles Investment Advisors LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+3 YoYRank #1313 of mapped providers
Assets under administration$26.4B0.0%Market share · rank #545
Fees received$2MMedian $59,916/planSum across Schedule C direct + indirect
Net wins YoY+35 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Angeles Investment Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Angeles Investment Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the plan; Investment advisory (plan)Code 27 | 4 | $95,928 | |
Legal; Direct payment from the plan; Investment managementCode 28 | 4 | $29,927 | |
Accounting (including auditing); Legal; Direct payment from the planCode 10 | 1 | $156,085 | |
Consulting (general); Consulting fees; Direct payment from the planCode 16 | 1 | $59,916 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 1 | $7,228 | |
Investment advisory (plan); Investment advisory (participants); Consulting fees; Direct payment from the plan; Investment managementCode 26 | 1 | $38,823 | |
Consulting fees; Direct payment from the planCode 50 | 1 | $103,093 |
Competitor overlap
Percent of Angeles Investment Advisors LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Angeles Investment Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
GENERAL MOTORS FINANCIAL COMPANY, INCTX · 752291093-001 | T. Rowe Price | $1.1B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-030 | Financial Engines Advisors LLC | $899M |
SECURITAS SECURITY SERVICES USA, INCA · 710912217-006 | Merrill | $519M |
SECURITAS TECHNOLOGY CORPORATIONCA · 474992129-001 | Merrill | $199M |
Plans lost in 2024
Appeared last year under Angeles Investment Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE SAN DIEGO UNION-TRIBUNE LLCCA · 264538894-001 | Aon | $103M |
WATTERSON CONSTRUCTION COMPANYAK · 920078826-002 | Ameritas Life Insurance Company | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AECOMTX · 611088522-055 | $6.8B | 32,344 | $59,916 | 10y | 2 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $21,071 | 2y | 1 |
JACOBS ENGINEERING GROUP INC.TX · 954081636-002 | $6.4B | 29,462 | $69,084 | 10y | 2 |
JACOBS TECHNOLOGY, INC.TN · 620510412-003 | $2.2B | 18,678 | $53,286 | 10y | 1 |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $420,032 | 10y | - |
GENERAL MOTORS FINANCIAL COMPANY, INCTX · 752291093-001 | $1.1B | 8,348 | $156,085 | 1y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-030 | $899M | 9,731 | $31,076 | 1y | - |
SECURITAS SECURITY SERVICES USA, INCA · 710912217-006 | $519M | 83,051 | $103,093 | 1y | 2 |
HAJOCA CORPORATIONPA · 232203401-002 | $483M | 7,828 | $521,186 | 10y | - |
SECURITAS TECHNOLOGY CORPORATIONCA · 474992129-001 | $199M | 4,380 | $38,823 | 1y | - |
Flag exposure
76.9%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into Angeles Investment Advisors LLC.
- ALAVAREZ AND MARSAL TAX AND LLC
- ALBAN & COMPANY PC
- ANGELES INVESTMENT ADVISORS
- ANGELES INVESTMENT ADVISORS LL
- ANGELES INVESTMENT ADVISORS LLC
- ANGELES INVESTMENT ADVISORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Angeles Investment Advisors LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 23.08% | 1.71% | +21.36 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 46.15% | 1.76% | +44.40 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Angeles Investment Advisors LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Angeles Investment Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Winston & Strawn LLP | 3 | 23.1% |
| Ivins, Phillips & Barker | 2 | 15.4% |
| Nossaman LLP | 2 | 15.4% |
| Seyfarth Shaw LLP | 2 | 15.4% |
| Ferenczy Benefits Law Center LLC | 1 | 7.7% |
| Holland & Knight LLP | 1 | 7.7% |
| Levenfeld Pearlstein LLC | 1 | 7.7% |