MILLER KAPLAN ARASE LLP
61 known aliases resolved via the canonical alias map
Market position · 2024
Plans served180+18 YoYRank #129 of mapped providers
Assets under administration$136.0B0.1%Market share · rank #107
Fees received$9MMedian $27,290/planSum across Schedule C direct + indirect
Net wins YoY+1530 won · 15 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 MILLER KAPLAN ARASE LLP plan look like?
Service mix · median fees per plan
Count of plans where MILLER KAPLAN ARASE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 166 | $29,045 | |
Legal; Direct payment from the planCode 29 | 4 | $20,294 | |
Other feesCode 99 | 4 | $19,125 | |
Investment advisory (plan)Code 27 | 2 | $18,700 | |
Other services; Direct payment from the planCode 49 | 2 | $6,500 | |
Contract Administrator; Direct payment from the planCode 13 | 1 | $85,360 | |
Direct payment from the plan; Plan AdministratorCode 14 | 1 | $16,601 |
Competitor overlap
Percent of MILLER KAPLAN ARASE LLP'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 MILLER KAPLAN ARASE LLP.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | EBERTS & HARRISON | $20.4B |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | WAMCO | $8.9B |
LENNAR CORPORATIONFL · 954337490-002 | ARC EXPRESS & SURPLUS, LLC | $1.6B |
LIVE NATION ENTERTAINMENT, INC.CA · 203247759-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.0B |
BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART BCA · 516105118-005 | J HERRLE | $886M |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | J HERRLE | $817M |
X CORP.CA · 208913779-001 | ABD RETIREMENT SERVICES INC | $574M |
SAN MANUEL BAND OF MISSION INDIANSCA · 330526268-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $404M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | CALIBRE CPA GROUP PLLC | $400M |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | CAPCO | $384M |
Plans lost in 2024
Appeared last year under MILLER KAPLAN ARASE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | CALIBRE CPA GROUP PLLC | $3.3B |
LOGITECH INC.CA · 942810519-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $306M |
ORORA PACKAGING SOLUTIONSCA · 951683793-001 | CHARLES SCHWAB & CO., INC. | $256M |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS ANNUITY PLAN FOR SOUTHERN CALCA · 956031812-002 | CALIBRE CPA GROUP PLLC | $177M |
ARC DOCUMENT SOLUTIONS, INCCA · 201700361-001 | BFSG LLC | $103M |
JERRYS ENTERPRISES INC.MN · 410834686-001 | STANCORP FINANCIAL GROUP | $48M |
JERRY'S ENTERPRISES, INC.MN · 410834686-002 | STANCORP FINANCIAL GROUP | $42M |
ADIR INTERNATIONAL, LLC DBA CURACAOCA · 861142792-001 | PILLSBURY WINTHROP SHAW PITTMAN LLP | $26M |
AIR NEW ZEALAND LTDCA · 952225578-002 | NFP RETIREMENT INC | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $49,915 | 1y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $112,001 | 1y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $100,725 | 5y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $147,162 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $1M | 10y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $119,640 | 9y | - |
CALIFORNIA INSTITUTE OF TECHNOLOGYCA · 951643307-002 | $5.2B | 22,143 | $15,100 | 7y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | $3.8B | 40,018 | $161,389 | 7y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $505,773 | 1y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $84,500 | 3y | - |
Flag exposure
92.2%Market: 89.2%
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 (61)
Raw Schedule C names collapsed into MILLER KAPLAN ARASE LLP.
- JR MILLER
- MILLER CANFIELD
- MILLER CANFIELD PADDOCK
- MILLER ENGEL & TIERNEY
- MILLER FINANCIAL, INC.
- MILLER GROSSBARD ADVISORS LLP
- MILLER GROSSBARD ADVISORS, LLP
- MILLER JOHNSON SNELL & CUMMISKEY PC
- MILLER JOHNSON SNELL CUMMISKEY
- MILLER JOHNSON, SNELL & CUMMISKEY
- MILLER KAPLAN
- MILLER KAPLAN ARASE
- MILLER KAPLAN ARASE & CO
- MILLER KAPLAN ARASE & CO LLP
- MILLER KAPLAN ARASE & CO.
- MILLER KAPLAN ARASE & CO. LLP
- MILLER KAPLAN ARASE AND CO LLP
- MILLER KAPLAN ARASE CO LLP
- MILLER KAPLAN ARASE LLP
- MILLER KAPLAN ARASE, LLP
- MILLER KAPLAN AREASE, LLP
- MILLER KAPLAN, ARASE
- MILLER KAPLIN
- MILLER NASH ET AL
- MILLER NASH WEINER ETC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 MILLER KAPLAN ARASE LLP'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 | 3 | 1.67% | 7.76% | -6.10 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 28 | 15.56% | 1.71% | +13.84 pp |
| Failed to provide benefit | 3 | 1.67% | 0.14% | +1.53 pp |
| Corrective distributions | 13 | 7.22% | 1.76% | +5.46 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 MILLER KAPLAN ARASE LLP. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).