Credence Management Solutions 401(k) Profit Sharing Plan
Sponsored by Credence Management Solutions Llc · EIN 203679671 · Plan #002
- Total assets
- $83.1M
- Net assets
- $83.1M
- Active participants
- 1,459
- With balances
- 1,388
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $188,817 |
| Jpmorgan Securities, Llc | Investment advisory (plan), Other fees | $0 |
| Merrill Lynch | Consulting (pension), Investment advisory (plan), Other fees | $0 |