LEGACY PROFESSIONALS LLP

27 known aliases resolved via the canonical alias map

Market position · 2024

Plans served165+5 YoYRank #136 of mapped providers

Assets under administration$118.8B0.1%Market share · rank #124

Fees received$9MMedian $31,596/planSum across Schedule C direct + indirect

Net wins YoY+414 won · 10 lostPlan-level switch detection

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