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U••••• E•••••
What matters now
- $0.6M to $2.1Mprobable EBITDA
Probable EBITDA $0.6M to $2.1M on revenue of $5.6M to $10.3M, estimated from 43 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 59dealability of 100
Why it fits: operating tenure +13, 13 years since founding; sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +2.2, $43,488 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 - 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
- +28.3S•••••••••Estimate••• Locked
- +13O•••••••••Fact13 years since founding
- +2.2W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +5S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $5.6M to $10.3M Estimate
- Probable EBITDA
- $559,000 to $2.1M Estimate
- Workforce proxy
- 56 plan participants
- Estimate computed on
- 43 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
- +29.6F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from S•• W•••• L•• to U••••• E•••••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
- Jan 1, 2024Entered the Form 5500 recordFactRecord entry••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- P••• S•••••
- Founded
- 2013 (13 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 43 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $1.3M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.3M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 2013 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Hq location | Riverton, UT | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Naics code | 541600 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| 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 count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2020-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 56 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 50 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Management consulting | 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 |