What public Form 5500 filings show about the Credence Management Solutions LLC 401(k) plan — and how to find and check your own account.
Credence Management Solutions LLC (EIN 20-3679671) reports CREDENCE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $106.4M in plan assets across 1,729 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Credence Management Solutions LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Credence Management Solutions LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JPMORGAN SECURITIES, MERRILL LYNCH.