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Company

T•• F•••••• A•••••

Lakewood, NJ·Business services / Insurance agencies brokerage·NAICS 524210
Last verified Jan 1, 2024
1 source · 9 observations · 0 events
Scored 7 days ago

What matters now

  1. 18
    dealability of 100

    Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); operating tenure +2.7, 3 years since earliest plan effective date (floor on age).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 17 Sep 2026
  2. 23
    data confidence of 100

    How sure the record is: 1 independent source; latest effective observation 1 Jan 2024.

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

    Measuredcount of sources and dates on the record
Dealability
18
moderate
Sponsor fit
75
high
Transition readiness
10
low
Urgency
0
low
Data confidence
23
moderate
Opportunity
5
ranking only
What is it

Business services (Insurance agencies brokerage) employer in Lakewood, NJ, and a benefit plan in place since 2024. No website description has been captured yet.

Why does it fit
  • +2.7O•••••••••
    Fact••• Locked
  • +15S•••••••••
    Inference••• Locked
Why now
  • +10M•••••••••M•••••••••
    Inference••• Locked
How large is it

No size estimate: no workforce proxy on file.

How certain are we
  • +15S•••••••••
    Fact1 independent source
  • +8.4F••••••••
    Factlatest effective observation 2024-01-01
What changed
Ownership and transition activity
How the four classes are defined
  1. Sep 1, 2025closedConfirmed transactionFactAdd-on acquisitionconfidence 90%
    Add on by W•••• I•••••••• A••••••••• L••
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
Announced transactions
  1. Dec 15, 2025Add onconfidence 90%
    W•••• I•••••••• A••••••••• L•• acquired T•• F•••••• A••••• (Lakewood, NJ)
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com

No dated events on file.

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, 2024 (age floor 2 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Hq locationLakewood, NJFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code524210Fact2024-01-01DOL EFAST2 Form 5500 datasets
Naics conflict••• LockedInference2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$90,684Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2024-01-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants0Fact2024-01-01DOL EFAST2 Form 5500 datasets
SubsectorInsurance agencies brokerageFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalBusiness servicesFact2024-01-01DOL EFAST2 Form 5500 datasets