MIRACLE MILE ADVISORS LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+2 YoYRank #1101 of mapped providers
Assets under administration$16.1B0.0%Market share · rank #805
Fees received$354,710Median $25,339/planSum across Schedule C direct + indirect
Net wins YoY+27 won · 5 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 MIRACLE MILE ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where MIRACLE MILE ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 7 | $26,259 | |
Investment advisory (plan)Code 27 | 5 | $25,339 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $14,151 |
Competitor overlap
Percent of MIRACLE MILE 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 MIRACLE MILE ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | FIRST REPUBLIC INVESTMENT MGMT | $6.5B |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | TRIAD ADVISORS INC | $1.6B |
HALREC, INC. DBA STEVENS CREEK TOYOTACA · 941441982-001 | KARP CAPITAL MANAGEMENT | $36M |
CALIFORNIA INSTITUTE OF INTEGRCA · 942254303-001 | (new plan) | $17M |
SUNSET CHEVROLET, INC.WA · 910839194-001 | DEFINITI LLC | $8M |
NATIONAL HOLISTIC INSTITUTE, INCCA · 943013724-001 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under MIRACLE MILE ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PORTFOLIO SERVICES LIMITED, INC.CA · 800065794-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $23M |
BENDER ROSENTHAL, INC.CA · 412034507-001 | (new plan) | $10M |
BECOMING INDEPENDENTCA · 942641147-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $39,131 | 10y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $7,959 | 1y | 1 |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $26,259 | 1y | 2 |
MOTIVE COMPANIES, LLCCA · 990667502-001 | $38M | 1,300 | $47,157 | 1y | 1 |
HALREC, INC. DBA STEVENS CREEK TOYOTACA · 941441982-001 | $36M | 1,026 | $66,485 | 1y | 2 |
THOMAS KINSEY, LLPCA · 884001534-001 | $25M | 173 | $3,046 | 2y | - |
CALIFORNIA INSTITUTE OF INTEGRCA · 942254303-001 | $17M | 524 | $36,727 | 1y | 1 |
HAMCOR, INC. DBA DUBLIN TOYOTACA · 770138549-001 | $16M | 293 | $35,015 | 3y | 1 |
SUNSET CHEVROLET, INC.WA · 910839194-001 | $8M | 214 | $23,486 | 1y | 1 |
RICHMOND AREA MULTI-SERVICES, INC.CA · 237389436-001 | $8M | 463 | $25,339 | 3y | - |
Flag exposure
84.6%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 (3)
Raw Schedule C names collapsed into MIRACLE MILE ADVISORS LLC.
- MIRACLE MILE ADVISORS
- MIRACLE MILE ADVISORS LLC
- MIRACLE MILE ADVISORS, LLC
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 MIRACLE MILE 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 | 6 | 46.15% | 1.71% | +44.44 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 53.85% | 1.76% | +52.09 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 MIRACLE MILE 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
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).