This company
The company's name, 1 additional decision maker
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 90 days. Last change: 30 Sep 2020, Acquisition announced.
Unclassified employer in Menomonie, WI, with 78 benefit plan participants on its latest filing, and a benefit plan in place since 2007. No website description has been captured yet.
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 filing signal has been computed for this company yet.
No size estimate: no workforce proxy on file.
- Sep 30, 2020announcedConfirmed transactionFactPlatform acquisitionconfidence 90%Platform acquisition by Altacrest CapitalBuyer: Altacrest CapitalDFX analyst research (General-assisted, every claim URL-cited) altacrestcapital.com · last verified Sep 27, 2026
- Sep 30, 2020Platform acquisitionconfidence 90%BakerTilly · AdvisorCrossFirst Bank · Capital providerBest & Flanagan · CounselMcGuireWoods LLP · CounselVenturi Private Wealth · Equity providerRoute 2 Capital Partners · LenderVermillion Capital · Sellside advisorDeal team: 4 firms · DFX analyst research (General-assisted, every claim URL-cited) altacrestcapital.com · route2capital.com route2capital.com · sfnet.com sfnet.com
- Every dated event
- Sep 30, 2020Acquisition announcedFactSponsor activityDFX analyst research (General-assisted, every claim URL-cited) altacrestcapital.com
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, 2007 (age floor 19 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 53 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| HQ location | Menomonie, WI | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| NAICS code | 453220 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | Jan 1, 2007 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 78 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Record status | Universe only | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets |
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.