DFX Intelligence
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Company
S•••• W•••••• C••••••••• L••
Lewisville, TX·Business services / Insurance agencies brokerage·NAICS 524290
Last verified Sep 12, 2026
2 sources · 9 observations · 0 events
Scored 10 days ago
Dealability
61
high
Sponsor fit
95
high
Transition readiness
10
low
Urgency
0
low
Data confidence
40
elevated
Opportunity
19
ranking only
What is it
Business services (Insurance agencies brokerage) employer in Lewisville, TX, with 196 benefit plan participants on its latest filing, and a benefit plan in place since 2021. No website description has been captured yet.
Why does it fit
- +40S•••••••••Estimate••• Locked
- +5.7O•••••••••Fact••• Locked
- +15S•••••••••Inference••• Locked
Why now
- +10M•••••••••M•••••••••Inference••• Locked
How large is it
- Probable revenue
- $24.9M to $49.8M Estimate
- Probable EBITDA
- $3.7M to $14.9M Estimate
- Workforce proxy
- 166 (plan participants)
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
How certain are we
- +15S•••••••••Fact1 independent source(s)
- +8.5F••••••••Factlatest effective observation 2024-01-01
- +16.5S•••••••••Estimate••• Locked
What changed
No dated events on file.
Profile
- Founded
- benefit plan since Jan 1, 2021 (age floor 5 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 166 | 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 | ••• Locked |
| Hq location | Lewisville, TX | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 524290 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2021-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 196 | Fact | 2024-01-01 | 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 |