This company
The company's name, 1 additional decision maker
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 90 days. Last change: 28 Jul 2026, Acquisition announced.
Unclassified employer in Annapolis, MD, with 103 benefit plan participants on its latest filing, and a benefit plan in place since 2003. No website description has been captured yet.
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 componentsNo filing signal has been computed for this company yet.
No size estimate: no workforce proxy on file.
- Jul 28, 2026announcedConfirmed transactionFactPlatform acquisitionconfidence 85%Platform acquisition by Progress Equity PartnersBuyer: Progress Equity PartnersDFX analyst research (General-assisted, every claim URL-cited) evergreenadvisorsllc.com · last verified Sep 27, 2026
- Jul 28, 2026Platform acquisitionconfidence 85%Aprio · AdvisorO'Melveny & Myers LLP · CounselVenable LLP · CounselFarragut Capital Partners · Equity providerSalem Investment Partners · Equity providerNewspring Capital · Equity providerEvergreen Advisors Capital · Sellside advisorDeal team: 4 firms · DFX analyst research (General-assisted, every claim URL-cited) evergreenadvisorsllc.com
- Every dated event
- Jul 28, 2026Acquisition announcedFactSponsor activityDFX analyst research (General-assisted, every claim URL-cited) evergreenadvisorsllc.com
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, 2003 (age floor 23 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 89 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| HQ location | Annapolis, MD | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| NAICS code | 236200 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | Jan 1, 2003 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 103 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Record status | Universe only | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets |
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.