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A•• I•••••••• I••
What matters now
- $0.1M to $0.5Mprobable EBITDA
Probable EBITDA $0.1M to $0.5M on revenue of $0.8M to $1.5M, estimated from 5 employees.
Outside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 21dealability of 100
Why it fits: sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); operating tenure +3.7, 4 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 - 76data confidence of 100
How sure the record is: 2 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
Business services (Insurance agencies brokerage) employer in Melbourne, FL, with 5 benefit plan participants on its latest filing, and a benefit plan in place since 2023. No website description has been captured yet.
- +2S•••••••••Estimate••• Locked
- +3.7O•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- -37.5P•••••••••Possibly resolved
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $750,000 to $1.5M Estimate
- Probable EBITDA
- $112,000 to $450,000 Estimate
- Workforce proxy
- 5 plan participants
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +30S•••••••••Fact2 independent sources
- +29.8F••••••••Factlatest effective observation 2026-09-13
- +16.5S•••••••••Estimate••• Locked
- Jun 28, 2024announcedConfirmed transactionFactAdd-on acquisitionconfidence 90%Add on by K•••• C•••••••• I•••DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
- Jan 1, 2024plan year 2024Company transitionFactFinal filing, next year unpublishedconfidence 80%Final Form 5500 for 1 plan; the following plan year is not yet on the recordRule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rateDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 13, 2026
- Jun 28, 2024Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
- Every dated event
- Jan 1, 2024Final benefit plan filingFactTransaction preparation••• 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
- benefit plan since Jan 1, 2023 (age floor 3 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 5 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $281,000 | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Melbourne, FL | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics conflict | ••• Locked | Inference | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $68,916 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2023-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 5 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 0 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |