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H•••• H•••••• I•••
What matters now
- $1M to $3.9Mprobable EBITDA
Probable EBITDA $1M to $3.9M on revenue of $6.5M to $12.9M, estimated from 43 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 57dealability of 100
Why it fits: operating tenure +20, 34 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +7.6, $152,771 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 - 76data confidence of 100
How sure the record is: 2 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
Business services (Insurance agencies brokerage) employer in Columbia, MD, with 64 benefit plan participants on its latest filing, and a benefit plan in place since 1992. No website description has been captured yet.
- +39.6S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +7.6W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- -25A•••••••••Inference••• Locked
- +3.2S•••••••••Ownership event
- -77.4A•••••••Resolved
- +9.6M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $6.5M to $12.9M Estimate
- Probable EBITDA
- $968,000 to $3.9M Estimate
- Workforce proxy
- 64 plan participants
- Estimate computed on
- 43 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +30S•••••••••Fact2 independent sources
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2023plan year 2023Likely ownership changeInferenceHoldCo rename, holding wordconfidence 60%Plan sponsor of record changed from H••••••••• S••••••••• I••• to H•••• H•••••• I•••, a holding-company style name; no announcement foundRule: HoldCo rename with a holding word only (holdings, holdco, parent, investments): an ownership change in 70% of adjudicated cases, 37% of all 77 cases including unresolvedDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
- Every dated event
- Jan 1, 2023Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2023AcquiredInferenceTransaction activity••• 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 Nov 1, 1992 (age floor 33 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 43 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $2.4M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.4M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Columbia, MD | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.6M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $7.1M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.3M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1992-11-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 64 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 64 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 74 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | 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 |