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What matters now
- $1.5M to $4.9Mprobable EBITDA
Probable EBITDA $1.5M to $4.9M on revenue of $18.5M to $30.8M, estimated from 154 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, 27 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 - 42data confidence of 100
How sure the record is: 1 independent source; latest effective observation 1 Jun 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
••• Locked
- +40S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +5B•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
- +8.6S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $18.5M to $30.8M Estimate
- Probable EBITDA
- $1.5M to $4.9M Estimate
- Workforce proxy
- 399 plan participants
- Estimate computed on
- 154 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +15S•••••••••Fact1 independent source
- +10.3F••••••••Factlatest effective observation 2024-06-01
- +16.5S•••••••••Estimate••• Locked
- Jun 1, 2024plan year 2024Company transitionInferenceS•••••••••confidence 80%Plan sponsor EIN changed (matched by name and state across the long form, which has no prior-EIN field)Rule: the long form carries no prior-EIN field; the link is the normalised name and state matching exactly one entrant of the following yearDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
- Every dated event
- Jun 1, 2024Plan sponsor EIN changedInferenceOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jun 1, 2024Entered the Form 5500 recordFactRecord entry••• 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
- 1991 (35 years)
- Ownership
- not observed
- Plans on file
- 2
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 154 | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Ebitda band | $3.2M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Founded year | 1991 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Hq location | Plano, TX | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Location count | 10 | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Naics code | 541310 | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1999-04-01 | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 399 | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 361 | Fact | 2023-06-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 345 | Fact | 2022-06-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | architecture | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-06-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |
| Years in business claim | 30 | Fact | Company websites (about, team, news pages) | ••• Locked |