DFX Intelligence

Y••• P••••• I••• D•• Z••••••• F•• I•••••••• S•••••••: company on the independent sponsors graph | DFX Data Factory

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SponsorsCompanydeparted

Y••• P••••• I••• D•• Z••••••• F•• I•••••••• S•••••••

business services · insurance_agencies_brokerage

San Francisco, CA

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:dd881ba4-de85-4124-86dc-28733333a7c6

Data as of Sep 12, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 22, 2026, 4:19 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
8 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: 524210
Plan participants: 519Form 5500
Plans: 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
Y••• P••••• I••• D•• Z••••••• F•• I•••••••• S•••••••: 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
Y••• P••••• I••• D•• Z••••••• F•• I•••••••• S••••••• filed a final Form 5500 for 2 plan(s)

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:dd881ba4-de85-4124-86dc-28733333a7c6
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.