fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point
Vertical
tech enabled servicesderived
NAICS
541511
Plan participants
66Form 5500
Active participants
62
Plans
1
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:73be5cf4-62eb-412a-b44c-5ba9a3262bc0
First observed
n/a
Last observed
Sep 12, 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.