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

Top plans served

All 5 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
LEGACY, LLC LEGACY LLC EMPLOYEE BENEFIT PLAN	MILFORD, MI	Broker AGENT	115	—	$1K
LEGACY, LLC LEGACY LLC EMPLOYEE BENEFIT PLAN	MILFORD, MI	Broker AGENT	120	—	$2K
WALBRIDGE ALDINGER COMPANY WALBRIDGE/DIG/DFM WELFARE BENEFIT PLAN