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What matters now
- 28dealability of 100
Why it fits: operating tenure +20, 21 years since earliest plan effective date (floor on age); workforce stability +8.2, $163,932 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, 17 Sep 2026 - 23data 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
Business services (Insurance agencies brokerage) employer in N. Easton, MA, with 40 benefit plan participants on its latest filing, and a benefit plan in place since 2006. No website description has been captured yet.
- +20O•••••••••Fact••• Locked
- +8.2W•••••••••Inference••• Locked
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 size estimate: no workforce proxy on file.
- +15S•••••••••Fact1 independent source(s)
- +8.4F••••••••Factlatest effective observation 2024-01-01
- Mar 17, 2026announcedConfirmed transactionFactAdd-on acquisitionconfidence 90%Add on by P•••••• G••••• I•••••••• S•••••••• L••DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
- Mar 17, 2026Add onconfidence 90%
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
No dated events on file.
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, 2006 (age floor 20 years)
- Ownership
- not observed
- Plans on file
- 1
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 35 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Hq location | N. Easton, MA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524140 | 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 | $5.7M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.9M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.3M | 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 | 2006-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 40 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 42 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 40 | Fact | 2022-01-01 | 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 |