Cindy Cramer signed SHF Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHF Holdings, Inc.'s EIN is 32-0438196.
Download the official 2024 Form 5500 (PDF) for SHF Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHF Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH | 32-0438196 | — | INVESTMENT ADVISORY | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $5.4M | 15.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.2M | 14.7% | |
| MainStay NYLI Winslow Large Cap Growth R6 Fund | Other securities | — | — | $3.4M | 9.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.8M | 7.9% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $2.5M | 7.2% | |
| Legg Mason ClearBridge International Growth Fund | Other securities | — | — | $2.1M | 6.0% | |
| T. Rowe Price Small-Cap Stock Fund Inc | Common Stocks | — | — | $2.1M | 5.9% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $1.7M | 5.0% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $1.7M | 4.7% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 3.3% | |
| Fidelity Internation Index Fund | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| Federated Instl High Yield Bond Instl Fund | Other securities | — | — | $884K | 2.5% | |
| PIMCO International Bond Fund USD-Hedged | Mutual Funds | — | — | $874K | 2.5% | |
| Notes receivable from participants (interest rates ranging from 4.25% - 9.50%, maturities through July 2036) | Bonds / Notes | — | — | $786K | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
