DFX Intelligence
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Company
E•••• I•••••••• P••••••• L••
Formerly N• (until plan year 2024)
Last verified Sep 13, 2026
3 sources · 20 observations · 2 events
Scored yesterday
What matters now
- $1.3M to $5.3Mprobable EBITDA
Probable EBITDA $1.3M to $5.3M on revenue of $8.8M to $17.7M, estimated from 59 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 74dealability of 100
Why it fits: ownership +10, family owned (from research); operating tenure +8.7, 9 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior).
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
74
high
Sponsor fit
95
high
Transition readiness
18
moderate
Urgency
0
low
Data confidence
96
high
Opportunity
34
ranking only
What is it
••• Locked
Why does it fit
- +40S•••••••••Estimate••• Locked
- +8.7O•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +10O•••••••••Factfamily owned (from research)
Why now
- +5S•••••••••Ownership event
- +3.1S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
How large is it
- Probable revenue
- $8.8M to $17.7M Estimate
- Probable EBITDA
- $1.3M to $5.3M Estimate
- Workforce proxy
- 103 plan participants
- Estimate computed on
- 59 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
Ownership and transition activity
How the four classes are defined- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from NO to E•••• I•••••••• P••••••• L••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Jan 1, 2023plan year 2023Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from NO to E•••• I•••••••• P••••••• L••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
- Every dated event
- Jan 1, 2024Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2023Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
- M••• A• B•••••••••
Profile
- Founded
- benefit plan since Jan 1, 2018 (age floor 8 years)
- Ownership
- Family owned
- 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 | 59 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $3.3M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $3.3M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Tampa, FL | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Location count | 1 | Fact | Company websites (about, team, news pages) | Ozark, MO | |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Family owned | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Plan assets eoy usd | $1.9M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $1.3M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $975,375 | 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 | 2018-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 103 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 83 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 60 | 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 |