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Sponsor portfolio

CREDENCE MANAGEMENT SOLUTIONS, LLC

EIN 20-3679671-Latest filing 2025
Plans
3
Retirement
2
$106.4M assets
Welfare
1
$1.3M premiums
Participants
3,618
1775 TYSONS BLVD, SUITE 800 - MCLEAN, VA 22102571-395-8822
Plans on this EIN
3 filings
#002401k-$83.1M - 1,892 part#003401k-$23.3M - 355 part#501Mixed-$1.3M - 2,073 lives

Retirement portfolio analytics

2 plans aggregated / $106.4M assets / 2,247 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#002)78%
  • PROFIT SHARING PLAN (#003)22%
Total $106.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1,892
  • PROFIT SHARING PLAN (#003)355
Total 2,247Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 2,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$826K
  • Long-term disability$826K
  • Vision$176K
  • Health$37K
  • Dental$37K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE11%
  • HARTFORD LIFE AND ACCIDENT5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • THE BALDWIN GROUP WEST LLC2%
Total $168K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CREDENCE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN

401k

Assets$83.1M
Participants1,892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN

401k

Assets$23.3M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CREDENCE MANAGEMENT SOLUTIONS, LLC WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives2,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CREDENCE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN401k$83.1M1,8922024
003CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN401k$23.3M3552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CREDENCE MANAGEMENT SOLUTIONS, LLC WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.3M2,0732025
Retirement plans
Welfare plans
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