This company
The company's name
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- $3.7M to $14.8Mprobable EBITDA
Probable EBITDA $3.7M to $14.8M on revenue of $24.8M to $49.5M, estimated from 165 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 80dealability of 100
Why it fits: operating tenure +20, 32 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer).
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 13 Sep 2026 - 40data confidence of 100
How sure the record is: 1 independent source; latest effective observation 1 Jan 2024; 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 Burlington, MA, with 223 benefit plan participants on its latest filing, and a benefit plan in place since 1994. No website description has been captured yet.
- +40Estimate
- +20Fact
- +5Fact
- +15Inference
- 0Resolved negative
- +10Inference
- 1994 to 2026Long establishedcontext weightFactForm 5500 · read Sep 17, 2026
- 2022 to 2024Workforce on the planflatcontext weightFactForm 5500 · read Sep 17, 2026
- Probable revenue
- $24.8M to $49.5M Estimate
- Probable EBITDA
- $3.7M to $14.8M Estimate
- Workforce proxy
- 223 plan participants
- Estimate computed on
- 165 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +15Fact1 independent source
- +8.5Factlatest effective observation 2024-01-01
- +16.5Estimate
- Jan 1, 2022plan year 2022Company transitionFactPlan terminated, sponsor continuesconfidence 50%1 plan marked final; the sponsor filed again the following plan yearDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
- Every dated event
- Jan 1, 2022Final benefit plan filingFactTransaction preparationDOL 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 Mar 31, 1994 (age floor 32 years)
- Ownership
- not observed
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 165 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $9.3M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | |
| Hq location | Burlington, MA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1994-03-31 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 223 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 228 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 225 | 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 |