Wubanchi Shiferaw signed Credence Management Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credence Management Solutions LLC's EIN is 20-3679671.
Download the official 2024 Form 5500 (PDF) for Credence Management Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credence Management Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $189K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN SECURITIES, LLC | 13-4110995 | — | INVESTMENT ADVISORY | $0 | — |
| MERRILL LYNCH |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $10.1M | 12.2% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $9.4M | 11.4% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $7.6M | 9.1% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $6.8M | 8.1% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $6.8M | 8.1% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $6.4M | 7.7% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $6.1M | 7.3% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $4.3M | 5.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.5M | 4.2% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $3.2M | 3.8% | |
| Brown Advisory Sustainable Growth I Fund Mutual Fund NR | Other securities | — | — | $2.4M | 2.9% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.9M | 2.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.7M | 2.0% | |
| Fidelity Freedom Index 2020 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $1.4M | 1.7% | |
| Guaranteed Investment * Principal Guaranteed Option Contract NR | Other securities | — | — | $1.4M | 1.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.4M | 1.6% | |
| Fidelity Advisor Stock Selector Small Cap Z Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 1.5% | |
| American Funds American Mutual R6 Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 1.5% | |
| Various, bearing interest * Participant loans from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.2M | 1.5% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $966K | 1.2% | |
| Lord Abbett Short Duration Income R6 Fund Mutual Fund NR | Mutual Funds | — | — | $889K | 1.1% | |
| Fidelity Freedom Index 2015 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $791K | 1.0% | |
| American Funds Bond Fund of America R6 Fund Mutual Fund NR | Mutual Funds | — | — | $653K | 0.8% | |
| PGIM High Yield R6 Fund Mutual Fund NR | Other securities | — | — | $557K | 0.7% | |
| American Century Emerging Markets R6 Fund Mutual Fund NR | Other securities | — | — | $342K | 0.4% | |
| Fidelity Freedom Index Income Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $273K | 0.3% | |
| Cohen & Steers Institutional Realty Shares Fund Mutual Fund NR | Other securities | — | — | $157K | 0.2% | |
| Fidelity Large Cap Value Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $145K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $120K | 0.1% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $97K | 0.1% | |
| Fidelity Inflation-Protection Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $57K | <0.1% | |
| Fidelity Freedom Index 2010 Institutional Premium Fund Mutual Fund NR | Mutual Funds | — | — | $20K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| CONSULTANT |
| $0 |
| — |
