MITCHELL & TITUS, LLP
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served48Rank #364 of mapped providers
Assets under administration$140.8B0.2%Market share · rank #99
Fees received$2MMedian $31,817/planSum across Schedule C direct + indirect
Net wins YoY+08 won · 8 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 MITCHELL & TITUS, LLP plan look like?
Service mix · median fees per plan
Count of plans where MITCHELL & TITUS, 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 | 36 | $32,884 | |
Legal; Direct payment from the planCode 29 | 5 | $30,755 | |
Employee (plan)Code 30 | 2 | $123,166 | |
Direct payment from the plan; Consulting fees; Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $10,650 | |
Consulting (general)Code 16 | 1 | $15,500 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $23,946 | |
Investment advisory (plan)Code 27 | 1 | $40,750 | |
Other feesCode 99 | 1 | $30,000 |
Competitor overlap
Percent of MITCHELL & TITUS, 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 MITCHELL & TITUS, LLP.
| Sponsor | From | Assets |
|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | WILLIS TOWERS WATSON US LLC | $12.0B |
BMO FINANCIAL CORP.IL · 510275712-001 | BLACKROCK | $5.0B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $2.1B |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $1.9B |
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-NJ · 223095464-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $255M |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-002 | ALIGHT SOLUTIONS LLC | $97M |
UROLOGY ASSOCIATES OF MOBILE, P.A.AL · 630576885-002 | (new plan) | $25M |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-001 | MERGANSER CAPITAL MANAGEMENT | $0 |
Plans lost in 2024
Appeared last year under MITCHELL & TITUS, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | MMA SECURITIES LLC | $9.1B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | DODGE & COX | $1.0B |
LINCOLN NATIONAL CORPORATIONPA · 351140070-011 | NORTHERN TRUST COMPANY | $795M |
FMC CORPORATIONPA · 940479804-061 | STRATEGIC ADVISORS, INC. | $634M |
MESIROW FINANCIAL ADMINISTRATIVE CORPORATIONIL · 363429602-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $201M |
NORTHWEST COMMUNITY HOSPITALIL · 362340313-001 | MERCER | $114M |
LINCOLN NATIONAL LIFE INSURANCE COMPANYPA · 350472300-004 | DELAWARE INVESTMENTS | $80M |
EMPLOYMENT & EMPLOYER SERVICES, INC.IL · 363242702-001 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $64,508 | 10y | - |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $30,000 | 4y | - |
UNITED AIRLINES, INC.IL · 742099724-222 | $10.3B | 88,204 | $33,820 | 6y | 1 |
EXELON CORPORATIONIL · 232990190-003 | $6.3B | 26,632 | $36,467 | 7y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $56,718 | 8y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $34,535 | 7y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $386,713 | 10y | - |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | $5.7B | 37,982 | $43,157 | 9y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $23,946 | 4y | 1 |
UNITED AIRLINES, INC.IL · 742099724-008 | $5.3B | 32,849 | $22,094 | 6y | 1 |
Flag exposure
89.6%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 (25)
Raw Schedule C names collapsed into MITCHELL & TITUS, LLP.
- L. MITCHELL
- MITCHEL & TITUS, LLP
- MITCHEL AND TITUS
- MITCHELL & TITUS
- MITCHELL & TITUS LLP
- MITCHELL & TITUS, LL
- MITCHELL & TITUS, LLP
- MITCHELL ADVISORY INC
- MITCHELL AND TITUS
- MITCHELL AND TITUS LLP
- MITCHELL AND TITUS, LLP
- MITCHELL J BLECKER
- MITCHELL J MALZBERG LLC
- MITCHELL J. MALZBERG LLC
- MITCHELL SILBERBERG & KNUPP LLP
- MITCHELL SILBERBERG & KNUPP, LLP
- MITCHELL TITUS
- MITCHELL TITUS LLP
- MITCHELL&TITUS
- MITCHELL, MCLEOD, PUGH & WILLIAM
- MITCHELL, SILBERBERG & KNUPP LLP
- MITCHELL, SILBERBERG & KNUPP, LLC
- MITCHELL, SILBERBERG & KNUPP, LLP
- S. MITCHELL
- SW MITCHELL CAPITAL
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 MITCHELL & TITUS, 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 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 2.08% | 1.71% | +0.37 pp |
| Failed to provide benefit | 1 | 2.08% | 0.14% | +1.94 pp |
| Corrective distributions | 10 | 20.83% | 1.76% | +19.07 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 MITCHELL & TITUS, LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).