This company

Healthcare services / Individual family services· Cary, NC
NAICS 624100
As of · 2 sources, 13 observations, 1 event; scored 4 days ago

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $0.2M to $0.7M
    probable EBITDA

    Probable EBITDA $0.2M to $0.7M on revenue of $3.3M to $5.9M, estimated from 74 employees.

    Outside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  2. 36
    dealability of 100

    Why it fits: operating tenure +15.2, 15 years since earliest plan effective date (floor on age); sector demand +10.6, healthcare services: sponsor demand index 0.70 (anonymised market prior).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 23 Sep 2026
  3. 73
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 45% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
36
elevated
Sponsor fit
52
elevated
Transition readiness
10
low
Data confidence
73
high
Opportunity
13
ranking only
What is it

Healthcare services (Individual family services) employer in Cary, NC, with 96 benefit plan participants on its latest filing, and a benefit plan in place since 2011. No website description has been captured yet.

Why does it fit
  • +10
    Estimate
  • +15.2
    Fact
  • +10.6
    Inference
Why now
  • +10
    Inference
What its own filings say

No filing signal has been computed for this company yet.

How large is it
Probable revenue
$3.3M to $5.9M Estimate
Probable EBITDA
$166,000 to $710,000 Estimate
Workforce proxy
96 plan participants
Estimate computed on
74 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
45%
How certain are we
  • +30
    Fact2 independent sources
  • +29.6
    Factlatest effective observation 2026-09-12
  • +13.5
    Estimate
What changed
  1. Jul 1, 2024Entered the Form 5500 recordFactRecord entry
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jul 1, 2011 (age floor 15 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants74Fact2024-07-01DOL EFAST2 Form 5500 datasets
Ebitda band$438,000Estimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$438,000Estimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Hq locationCary, NCFact2024-07-01DOL EFAST2 Form 5500 datasets
Naics code624100Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$221,345Fact2025-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$183,411Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2011-07-01Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants96Fact2025-07-01DOL EFAST2 Form 5500 datasets
Plan participants79Fact2024-07-01DOL EFAST2 Form 5500 datasets
SubsectorIndividual family servicesFact2024-07-01DOL EFAST2 Form 5500 datasets
VerticalHealthcare servicesFact2024-07-01DOL EFAST2 Form 5500 datasets