DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Independent Sponsor Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
Company
W••••• S••••••• a•• R••••••• I•••••••• S••••••• I••
Last verified Sep 13, 2026
3 sources · 31 observations · 0 events
Scored yesterday
What matters now
- $1.8M to $7.1Mprobable EBITDA
Probable EBITDA $1.8M to $7.1M on revenue of $11.8M to $23.7M, estimated from 79 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 83dealability of 100
Why it fits: operating tenure +20, 109 years since founding; sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +7.7, $154,648 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
Dealability
83
high
Sponsor fit
95
high
Transition readiness
10
low
Urgency
0
low
Data confidence
96
high
Opportunity
34
ranking only
What is it
••• Locked
Why does it fit
- +40S•••••••••Estimate••• Locked
- +20O•••••••••Fact109 years since founding
- +7.7W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
Why now
- +10M•••••••••M•••••••••Inference••• Locked
How large is it
- Probable revenue
- $11.8M to $23.7M Estimate
- Probable EBITDA
- $1.8M to $7.1M Estimate
- Workforce proxy
- 115 plan participants
- Estimate computed on
- 79 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
How certain are we
- +40S•••••••••Fact3 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
What changed
No dated events on file.
Decision makers
- J•• V•••
- K•••• H•••••
- S•••••••• M••••
- C••• A••••
- S••••• L•••••••
- A••••• D•••
- D••• S•••••
- V•••• W•••••
Profile
- Founded
- 1917 (109 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 79 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $4.4M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $4.4M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 1917 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Hq location | Woodland, CA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Location count | 2 | Fact | 2026-09-13 | Company websites (about, team, news pages) | Fairfield, TX; Rio Vista, CA |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $12.2M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $10.8M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $8.8M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.3M | 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 | 1972-11-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 115 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 104 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 90 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 79 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Transaction language | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| 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 |
| Years in business claim | 100 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |