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I••• I•••••••• C••••••
What matters now
- $0.7M to $2.6Mprobable EBITDA
Probable EBITDA $0.7M to $2.6M on revenue of $4.3M to $8.7M, estimated from 29 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 72dealability of 100
Why it fits: operating tenure +20, 23 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +4.1, $82,354 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, 13 Sep 2026 - 56data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; 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
- +32.9S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +4.1W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
- +5.1S•••••••••Ownership event
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $4.3M to $8.7M Estimate
- Probable EBITDA
- $652,000 to $2.6M Estimate
- Workforce proxy
- 51 plan participants
- Estimate computed on
- 29 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +30S•••••••••Fact2 independent sources
- +9.4F••••••••Factlatest effective observation 2026-09-12
- +16.5S•••••••••Estimate••• Locked
- Jan 1, 2024plan year 2024Company transitionFactSponsor renamedconfidence 90%Plan sponsor name changed from M••••••• C••••••••• I•••••••• M••••• to I••• I•••••••• C••••••DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Jan 1, 2024Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- D••••• R••••••
- Founded
- benefit plan since Jan 1, 2004 (age floor 22 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 29 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $1.6M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $1.6M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Sarasota, FL | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | Company websites (about, team, news pages) | ••• Locked | |
| Naics code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $2.4M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $3.2M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $2.9M | 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 | 2004-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 51 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 67 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 63 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | Scott Foltz | 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 | |
| Website | ••• Locked | Inference | 2026-09-13 | DFX model output (scores, estimates, matches) | ••• Locked |