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

I•••••• T•••••• S•••••••• L••

Formerly N•••••••• E••••••••• I••• (until plan year 2022)
Mentor, OH·Industrial services / Hvac plumbing mechanical·NAICS 238220
Last verified Sep 12, 2026
2 sources · 17 observations · 1 event
Scored yesterday

What matters now

  1. $2.8M to $13.1M
    probable EBITDA

    Probable EBITDA $2.8M to $13.1M on revenue of $47M to $87.6M, estimated from 313 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  2. 75
    dealability of 100

    Why it fits: operating tenure +20, 21 years since earliest plan effective date (floor on age); sector demand +12.8, industrial services: sponsor demand index 0.85 (anonymised market prior); workforce stability +2.5, $50,535 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
  3. 73
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 45% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
75
high
Sponsor fit
79
high
Transition readiness
11
low
Urgency
0
low
Data confidence
73
high
Opportunity
28
ranking only
What is it

Industrial services (Hvac plumbing mechanical) employer in Mentor, OH, with 325 benefit plan participants on its latest filing, and a benefit plan in place since 2006. No website description has been captured yet.

Why does it fit
  • +40S•••••••••
    Estimate••• Locked
  • +20O•••••••••
    Fact••• Locked
  • +2.5W•••••••••
    Inference••• Locked
  • +12.8S•••••••••
    Inference••• Locked
Why now
  • +2S•••••••••Ownership event
    Fact••• LockedJan 1, 2022efast.dol.gov
  • +8.5M•••••••••M•••••••••
    Inference••• Locked
How large is it
Probable revenue
$47.0M to $87.6M Estimate
Probable EBITDA
$2.8M to $13.1M Estimate
Workforce proxy
325 plan participants
Estimate computed on
313 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
45%
How certain are we
  • +30S•••••••••
    Fact2 independent sources
  • +29.6F••••••••
    Factlatest effective observation 2026-09-12
  • +13.5S•••••••••
    Estimate••• Locked
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 1, 2022plan year 2022Company transitionFactSponsor renamedconfidence 90%
    Plan sponsor name changed from N•••••••• E••••••••• I••• to I•••••• T•••••• S•••••••• L••
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
Announced transactions
  1. Jun 15, 2024Add onconfidence 80%
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) mmfcapital.com
  1. Every dated event
  2. Jan 1, 2022Plan sponsor name changedFactOwnership event
    ••• Locked
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jan 1, 2006 (age floor 20 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants313Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ebitda band$8.0MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
••• Locked
Ebitda band$8.0MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
••• Locked
Hq locationMentor, OHFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code238220Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$15.8MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$9.6MFact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.7MFact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2006-01-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants325Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants319Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants95Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants69Fact2022-01-01DOL EFAST2 Form 5500 datasets
Sponsor signed byKelly AndersenFact2024-01-01DOL EFAST2 Form 5500 datasets
SubsectorHVAC plumbing mechanicalFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalIndustrial servicesFact2024-01-01DOL EFAST2 Form 5500 datasets