EJF Capital LLC's EIN is 20-2815526.
Download the official 2024 Form 5500 (PDF) for EJF Capital LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EJF Capital 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | 62-1038805 | — | CONTRACT ADMINISTRATOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL SAM BLANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $5.1M | 22.1% | |
| PRINCIPAL LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.0M | 17.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.7M | 16.0% | |
| PRINCIPAL SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $1.1M | 4.9% | |
| PRINCIPAL SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $937K | 4.1% | |
| PRINCIPAL EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $936K | 4.1% | |
| Principal Life Insurance Company Principal SAM Flexible Income Separate Account 4 Mutual Funds Fidelity Investments Fidelity Advance Emerging Markets Fund | Pooled Separate Accounts | — | — | $915K | 4.0% | |
| PRINCIPAL MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $656K | 2.9% | |
| JP Morgan Funds JP Morgan International Equity Fund | Other securities | — | — | $612K | 2.7% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $609K | 2.7% | |
| PRINCIPAL MDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $539K | 2.4% | |
| PRINCIPAL MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $431K | 1.9% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $356K | 1.6% | |
| PIMCO Funds PIMCO Commercial Real Retirement Strategic Fund | Mutual Funds | — | — | $346K | 1.5% | |
| PRINCIPAL SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $339K | 1.5% | |
| The American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $333K | 1.5% | |
| PRINCIPAL SPEC PREF CAP SEC INC PRE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $287K | 1.3% | |
| Franklin Templeton Investments Templeton Global Bond Fund | Mutual Funds | — | — | $240K | 1.1% | |
| PRINCIPAL SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $240K | 1.1% | |
| PGIM Investments PGIM Total Retirement Bond Fund | U.S. Treasuries | — | — | $234K | 1.0% | |
| American Century Investments American Century Str All Moderate Fund | Other securities | — | — | $212K | 0.9% | |
| PGIM Investments PGIM Global Real Estate Fund | Other securities | — | — | $190K | 0.8% | |
| PRINCIPAL SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $156K | 0.7% | |
| Fidelity Investments Fidelity Advanced Strategic Income Z Fund | Mutual Funds | — | — | $104K | 0.5% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $3K | <0.1% | |
| participant accounts | Other securities | — | — | $1K | <0.1% | |
| PRINCIPAL SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $3 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
