This company

Unclassified· Naples, FL
NAICS 238100
As of · 1 source, 7 observations, 0 events; scored not yet
Find capital

The company's name

Every relationship, signal and contact on this record, with the source on each.

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Nothing material in the last 90 days. Last change: 9 Jul 2021, Acquisition announced.

Dealability
n/a
not scored
Sponsor fit
n/a
not scored
Transition readiness
n/a
not scored
Data confidence
n/a
not scored
Opportunity
n/a
ranking only
What is it

Unclassified employer in Naples, FL, with 100 benefit plan participants on its latest filing, and a benefit plan in place since 2025. No website description has been captured yet.

Why does it fit
no components
Why now

No dated ownership-transition signal has been observed for this company. The transition score below rests on tenure and market pull only, which is not evidence of a sale. Do not read it as one.

no components
What its own filings say

No filing signal has been computed for this company yet.

How large is it

No size estimate: no workforce proxy on file.

How certain are we
no components
What changed
Ownership and transition activity
How the four classes are defined
  1. Jun 25, 2021closedConfirmed transactionFactAdd-on acquisitionconfidence 97%
    Add on by Monument MicroCap Partners
    Buyer: Monument MicroCap Partners (Bloomfield Hills, MI)
    DFX analyst research (General-assisted, every claim URL-cited) monumentmicrocap.com · last verified Sep 27, 2026
Announced transactions
  1. Jul 9, 2021Add onconfidence 97%
    Monument MicroCap Partners acquired this company (Naples, FL)
    · Capital provider
    Deal team: 1 firm · DFX analyst research (General-assisted, every claim URL-cited) monumentmicrocap.com
  1. Every dated event
  2. Jul 9, 2021Acquisition announcedFactSponsor activity
    DFX analyst research (General-assisted, every claim URL-cited) monumentmicrocap.com
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, 2025 (age floor 1 year)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants147Fact2025-01-01DOL EFAST2 Form 5500 datasets
HQ locationNaples, FLFact2025-01-01DOL EFAST2 Form 5500 datasets
NAICS code238100Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliestJan 1, 2025Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants100Fact2025-01-01DOL EFAST2 Form 5500 datasets
Record statusUniverse onlyFact2025-01-01DOL EFAST2 Form 5500 datasets

›Connections

every published relationship on the graph

+2 connections on the graph

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