Kapnick and

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,128

Total plan assets

Filings (rows)

Direct comp

$576K

Indirect comp

SERVICES PROVIDED

TPA / Administrator3

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Legacy, LLC Legacy LLC Employee Benefit Plan · all filings	MILFORD, MI	Broker	120	—	$2K	$0
Walbridge/DIG/DFM Welfare Benefit Plan Walbridge/DIG/DFM Welfare Benefit Plan · all filings	DETROIT, MI	TPA / Administrator	985	—	$177K	$0
Legacy, LLC Legacy LLC Employee Benefit Plan · all filings	MILFORD, MI	Broker	115	—	$1K	$0
Walbridge Aldinger Company Walbridge/DIG/DFM Welfare Benefit Plan · all filings	DETROIT, MI	TPA / Administrator	979	—	$202K	$0
Walbridge Aldinger Company Walbridge/DIG/DFM Welfare Benefit Plan · all filings	DETROIT, MI	TPA / Administrator	929	—	$194K	$0