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A•• S•••••••• I•••••••• L••
What matters now
- $2.4M to $9.5Mprobable EBITDA
Probable EBITDA $2.4M to $9.5M on revenue of $15.9M to $31.8M, estimated from 106 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 88dealability of 100
Why it fits: operating tenure +20, 38 years since earliest plan effective date (floor on age); ownership +10, family owned (from research); 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, 16 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
- +20O•••••••••Fact••• Locked
- +3.4W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +10O•••••••••Factfamily owned (from research)
- +5.1S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $15.9M to $31.8M Estimate
- Probable EBITDA
- $2.4M to $9.5M Estimate
- Workforce proxy
- 133 plan participants
- Estimate computed on
- 106 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40S•••••••••Fact3 independent sources
- +29.9F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from A•• A••••••••• L•• to A•• S•••••••• I•••••••• L••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
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- I••••• S••••••
- Founded
- benefit plan since Aug 1, 1988 (age floor 38 years)
- Ownership
- Family owned
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 106 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $6.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $6.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Berwyn, PA | 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 | 1 | Fact | 2026-09-13 | Company websites (about, team, news pages) | Berwyn, PA |
| Naics code | 524290 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Family owned | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Plan assets eoy usd | $7.2M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.5M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.5M | 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 | 1988-08-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 133 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 114 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 73 | Fact | 2022-01-01 | 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 |