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C•••• H•••••• L•••
What matters now
- $0.5M to $1.8Mprobable EBITDA
Probable EBITDA $0.5M to $1.8M on revenue of $4.8M to $9M, estimated from 60 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 38dealability of 100
Why it fits: operating tenure +20, 30 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +3.8, $75,731 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 12 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 (Property management) employer in Northport, NY, with 65 benefit plan participants on its latest filing, and a benefit plan in place since 1996. No website description has been captured yet.
- +24.2S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +3.8W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- -25A•••••••••Inference••• Locked
- +3.2S•••••••••Ownership event
- -77.4A•••••••Resolved
- +9.6M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $4.8M to $9.0M Estimate
- Probable EBITDA
- $480,000 to $1.8M Estimate
- Workforce proxy
- 65 plan participants
- Estimate computed on
- 60 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 2026-09-12
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2026plan year 2026Company transitionFactFinal filing, next year unpublishedconfidence 80%Final Form 5500 for 1 plan; the following plan year is not yet on the recordRule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rateDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
- Mar 2, 2023announcedConfirmed transactionFactMergerconfidence 90%Merger by H••••• H•••• R••• E••••• S•••••••; the plan sponsor of record was C•••• R••• E••••• A••••••••• I•••DFX analyst research (General-assisted, every claim URL-cited) inman.com · last verified Sep 14, 2026
- Mar 2, 2023Mergerconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) inman.com
- Every dated event
- Jan 1, 2026Final benefit plan filingFactTransaction preparation••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- 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 May 1, 1996 (age floor 30 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 60 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $1.1M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.1M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Northport, NY | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 531390 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.5M | Fact | 2026-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.9M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.4M | 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 | 1996-05-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 65 | Fact | 2026-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 67 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 66 | Fact | 2023-01-01 | 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 | 2026-09-12 | DFX model output (scores, estimates, matches) | ••• Locked |