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 | $49K | — |
| 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 | Common Collective Trusts | — | $0 | $4.6M | 19.6% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | $0 | $3.8M | 16.2% | |
| LORD ABBETT SHT DRTN INC R6 FD | Mutual Funds | — | $0 | $3.6M | 15.5% | |
| FIDELITY FRDM IDX 2040 INS PRE | Common Collective Trusts | — | $0 | $2.8M | 12.0% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | $0 | $1.7M | 7.5% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $0 | $1.7M | 7.2% | |
| FIDELITY FRDM IDX 2030 INS PRE | Common Collective Trusts | — | $0 | $1.4M | 6.0% | |
| FIDELITY FRDM IDX 2035 INS PRE | Common Collective Trusts | — | $0 | $1.3M | 5.6% | |
| FIDELITY INF-PR BOND INDEX FD | Mutual Funds | — | $0 | $366K | 1.6% | |
| FIDELITY FRDM IDX 2065 INS PRE | Common Collective Trusts | — | $0 | $339K | 1.5% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $0 | $242K | 1.0% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $0 | $195K | 0.8% | |
| FIDELITY FRDM IDX 2025 INS PRE | Common Collective Trusts | — | $0 | $176K | 0.8% | |
| FIDELITY FRDM IDX 2060 INS PRE | Common Collective Trusts | — | $0 | $174K | 0.7% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $0 | $160K | 0.7% | |
| FIDELITY FRDM IDX 2015 INS PRE | Common Collective Trusts | — | $0 | $150K | 0.6% | |
| FIDELITY EMERG MKT INDEX FUND | Common Collective Trusts | — | $0 | $120K | 0.5% | |
| AMER CENTURY EMERG MKTS R6 FD | Other securities | — | $0 | $114K | 0.5% | |
| FIDELITY FRDM IDX 2020 INS PRE | Common Collective Trusts | — | $0 | $102K | 0.4% | |
| BROWN ADVISORY SUST GRW I FD | Other securities | — | $0 | $83K | 0.4% | |
| AM FDS BD FD OF AM R6 FD | Other securities | — | $0 | $83K | 0.4% | |
| FIDELITY ADV STK SEL SM CP Z | Mutual Funds | — | $0 | $61K | 0.3% | |
| FIDELITY FRDM IDX 2050 INS PRE | Common Collective Trusts | — | $0 | $53K | 0.2% | |
| FIDELITY FRDM IDX 2055 INS PRE | Common Collective Trusts | — | $0 | $39K | 0.2% | |
| COHEN & STEERS I REALTY SH FD | Other securities | — | $0 | $36K | 0.2% | |
| FID LC GR INDEX FUND | Common Collective Trusts | — | $0 | $35K | 0.1% | |
| FIDELITY FRDM IDX 2045 INS PRE | Common Collective Trusts | — | $0 | $13K | <0.1% | |
| FID LC VAL INDEX FUND | Common Collective Trusts | — | $0 | $2K | <0.1% | |
| AMERICAN FUNDS AMERMUT R6 FD | Mutual Funds | — | $0 | $1K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $17 | <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 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 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% |
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 |
| — |
