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What matters now
- $1.9M to $7.5Mprobable EBITDA
Probable EBITDA $1.9M to $7.5M on revenue of $12.4M to $24.9M, estimated from 83 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 79dealability of 100
Why it fits: operating tenure +20, 43 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +4.2, $83,395 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, 13 Sep 2026 - 76data 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
- +4.2W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +7.1S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $12.4M to $24.9M Estimate
- Probable EBITDA
- $1.9M to $7.5M Estimate
- Workforce proxy
- 93 plan participants
- Estimate computed on
- 83 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
- +9.4F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2024plan year 2024Company transitionFactS•••••••••confidence 90%Plan sponsor EIN changed on the filingDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Jan 1, 2024Plan sponsor EIN changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- 1963 (63 years)
- Ownership
- Employee owned
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 83 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $4.7M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $4.7M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $4.7M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 1963 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Founded year | 1963 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Hq location | Idaho Falls, ID | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Employee owned | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ownership type | Employee owned | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Plan assets eoy usd | $6.9M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.0M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $5.0M | 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 | 1984-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 93 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 71 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 77 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 59 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 77 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Transaction language | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Transaction language | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| 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 |
| Years in business claim | 60 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Years in business claim | 60 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |