fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point
Vertical
tech enabled servicesderived
NAICS
541519
Plan participants
2,328Form 5500
Active participants
1,710
Plans
2
Record status
filing
Relationships
No published relationship touches this entity yet.
Dated events
No dated event names this entity yet.
Provenance
Graph
Independent Sponsors
Canonical id
dfx:isi:20f8566f-34e9-45e4-b627-d22c39d43563
First observed
n/a
Last observed
Sep 13, 2026
Resolution
Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.