DFX Intelligence

V•••••• H••••• P•••• I•••: company on the independent sponsors graph | DFX Data Factory

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SponsorsCompanydeparted

V•••••• H••••• P•••• I•••

business services · insurance_agencies_brokerage

Monroe, LA

This is the graph view. The full profile, with its team, deals and sources, is on Independent Sponsors.Open the full profile →

Search this name across graphsid dfx:isi:5e0b01a8-47dc-4188-9eb3-a3289901ed21

Data as of Sep 12, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 22, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 2
On other graphs: 0
Observed: n/a to Sep 12, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Vertical: business servicesderived
NAICS: 524290
P••• participants: 1,060Form 5500
Active participants: 1,126
P•••s: 2
Record status: departed
Departed: Jan 1, 2023a departure is never called a sale

Relationships

No published relationship touches this entity yet.

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Jan 1, 2023
V•••••• H••••• P•••• I•••: no Form 5500 on record for plan year 2023 under this EIN or a successor; the last return was plan year 2022 and it was marked final
Occurred
Jan 1, 2022
V•••••• H••••• P•••• I••• filed a final Form 5500 for 2 plan(s)

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:5e0b01a8-47dc-4188-9eb3-a3289901ed21
First observed: n/a
Last observed: Sep 12, 2026 9 days ago
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.