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A•••• P••••••• G•••• I••
What matters now
- $1M to $3.9Mprobable EBITDA
Probable EBITDA $1M to $3.9M on revenue of $10.5M to $19.6M, estimated from 131 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 73dealability of 100
Why it fits: operating tenure +15.7, 16 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +2.7, $54,436 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 23 Sep 2026 - 96data confidence of 100
How sure the record is: 3 independent sources; latest effective observation 13 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
••• Locked
- +40S•••••••••Estimate••• Locked
- +15.7O•••••••••Fact••• Locked
- +2.7W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +5S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $10.5M to $19.6M Estimate
- Probable EBITDA
- $1.0M to $3.9M Estimate
- Workforce proxy
- 138 plan participants
- Estimate computed on
- 131 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact3 independent source(s)
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from U••••• F•••••••• G••••• I••• to A•••• P••••••• G•••• I••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Jan 1, 2024Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Jan 1, 2011 (age floor 15 years)
- Ownership
- not observed
- Plans on file
- 1
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 131 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $2.5M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.5M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Appleton, WI | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 2 | Fact | Company websites (about, team, news pages) | Menomonee Falls, WI; Middleton, WI | |
| Naics code | 531390 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $7.1M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.7M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.7M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.8M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2011-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 138 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 149 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 123 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 113 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 113 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Property management | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |