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Company

A••••• S••••••• I••••••••• I•••

Fullerton, CA·Healthcare services / Physical occupational therapy·NAICS 621399
Last verified Jan 1, 2024
1 source · 14 observations · 0 events
Scored 6 days ago

What matters now

  1. 8
    dealability of 100

    Why it fits: operating tenure +7.7, 8 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
8
low
Sponsor fit
5
low
Transition readiness
0
low
Urgency
0
low
Data confidence
23
moderate
Opportunity
2
ranking only
What is it

Healthcare services (Physical occupational therapy) employer in Fullerton, CA, with 108 benefit plan participants on its latest filing, and a benefit plan in place since 2019. No website description has been captured yet.

Why does it fit
  • +7.7O•••••••••
    Fact••• Locked
Why now

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 components
How large is it

No size estimate: no workforce proxy on file.

How certain are we
  • +15S•••••••••
    Fact1 independent source(s)
  • +8.4F••••••••
    Factlatest effective observation 2024-01-01
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 12, 2024announcedConfirmed transactionFactRecapitalisationconfidence 90%
    Recapitalisation by F••••• E•••••
    Buyer: F••••• E••••• (Los Angeles, CA)
    DFX analyst research (General-assisted, every claim URL-cited) fletchequity.com · last verified Sep 14, 2026
Announced transactions
  1. Jan 12, 2024Recapitalizationconfidence 90%
    F••••• E••••• recapitalised A••••• S••••••• I••••••••• I••• (Fullerton, CA)
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) fletchequity.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, 2019 (age floor 7 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants89Fact2024-01-01DOL EFAST2 Form 5500 datasets
Hq locationFullerton, CAFact2024-01-01DOL EFAST2 Form 5500 datasets
Naics code621399Fact2024-01-01DOL EFAST2 Form 5500 datasets
Naics conflict••• LockedInference2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$799,414Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$742,342Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$506,102Fact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2019-01-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants108Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants105Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants93Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectorPhysical occupational therapyFact2024-01-01DOL EFAST2 Form 5500 datasets
VerticalHealthcare servicesFact2024-01-01DOL EFAST2 Form 5500 datasets