Back to filter
Original filing (PDF)20251015075049NAL0004276881001
CREDENCE RESOURCE MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
CREDENCE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
105
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDENCE RESOURCE MANAGEMENT, LLC.
Plan sponsor
Name
CREDENCE RESOURCE MANAGEMENT, LLC
EIN
46-3792949
Address
4222 TRINITY MILLS · SUITE 260 · DALLAS, TX · 75287
Phone
(855) 880-4791
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
REDWOOD TRUST DEED SERVICES, INC.
REDWOOD TRUST DEED SERVICES, INC. 401(K) PLAN
$1.6M · 5 participants
CARD PAYMENT SOLUTIONS LLC
CARD PAYMENT SOLUTIONS LLC 401(K) PROFIT SHARING PLAN
$1.6M · 12 participants
BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13
BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13 MONEY PURCHASE PLAN
$1.6M · 7 participants
LEWIN & BAGLIO, LLP
L&B 401(K) PLAN
$1.6M · 16 participants
LEAP ENTERPRISES, INC.
LEAP ENTERPRISES, INC. PROFIT SHARING 401 (K) PLAN
$1.6M · 5 participants
BAILEY CARRIER CAPITAL, INC. DBA MY FINANCING US
MY FINANCING USA 401(K) PLAN
$1.6M · 63 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants