Jason CHAO signed Futurewei Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Futurewei Technologies, Inc.'s EIN is 75-2923245.
Download the official 2024 Form 5500 (PDF) for Futurewei Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Futurewei Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $41K | — |
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.
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HM&M GROUP, LLC | 75-2409112 | — | AUDITOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Registered investment company | Common Stocks | — | — | $41.5M | 18.2% | |
| NORTHERN TRUST S&P 500 IDX NL T3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $36.3M | 16.0% | |
| Personal Choice Retirement Account Self directed brokerage account | Self-Directed Brokerage | — | — | $23.8M | 10.5% | |
| JPMORGAN SMARETD PSSV BLND 2030 CF JPMORGAN · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $18.3M | 8.1% | |
| Vanguard Mid Cap Growth Index Adm Registered investment company | Mutual Funds | — | — | $13.8M | 6.1% | |
| JPMORGAN SMARETD PSSV BLND 2040 CF JPMORGAN · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.4% | |
| JPMORGAN SMARETD PSSV BLND 2035 CF JPMORGAN · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $11.1M | 4.9% | |
| NYL Anchor (35) Pooled separate account | Pooled Separate Accounts | — | — | $10.3M | 4.5% | |
| NEW YORK LIFE ANCHOR (35) NYL · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $10.3M | 4.5% | |
| American Funds EuroPacific Gr R6 Registered investment company | Mutual Funds | — | — | $10.2M | 4.5% | |
| JPMORGAN SMARETD PSSV BLND 2025 CF JPMORGAN · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.6% | |
| JHancock3 Disciplined Value R6 Registered investment company | Common Stocks | — | — | $4.8M | 2.1% | |
| NOHERN TR EXTENDED EQ MKT IDX NL TI NORTHERN TRUST · EIN 45-6138589 / PN 575 | Common Collective Trust | — | — | $4.8M | 2.1% | |
| PGIM TOTAL RETURN BD CLASS LP PRUDENTIAL · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.4M | 2.0% | |
| JPMORGAN SMARETD PSSV BLND 2045 CF JPMORGAN · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.9% | |
| NT Aggregate Bond Index NL Tier 3 Common collective trust | Common Collective Trusts | — | — | $3.9M | 1.7% | |
| NOHERN TR AGGR BD IDX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 243 | Common Collective Trust | — | — | $3.9M | 1.7% | |
| Principal Real Estate Sec Inst Registered investment company | Common Stocks | — | — | $3.7M | 1.6% | |
| JPMORGAN SMARETD PSSV BLND 2050 CF JPMORGAN · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| MFS MID CAP VAL CLASS CT MFS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| JPMORGAN SMARETD PSSV BLND 2020 CF JPMORGAN · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| NOHERN TR ACWI EX-US IDX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 568 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| JPMORGAN SMARTRETD PSSV BLND INC CF JPMORGAN · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| JPMORGAN SMARETD PSSV BLND 2055 CF JPMORGAN · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.9% | |
| Principal SmallCap Val II R6 Registered investment company | Common Stocks | — | — | $1.8M | 0.8% | |
| Principal SmallCap Growth I R6 Registered investment company | Common Stocks | — | — | $1.7M | 0.8% | |
| JPMORGAN SMARETD PSSV BLND 2060 CF JPMORGAN · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $233K | 0.1% | |
| Cash Reserve Account Interest bearing cash | Cash / Money Market | — | — | $126K | <0.1% | |
| Notes receivable from participants with interest rates of 4.25 percent to 9.50 percent | Other securities | — | — | $64K | <0.1% |
