AUMdb

Huawei Usa 401(k) Plan

Sponsored by Futurewei Technologies, Inc. · EIN 752923245 · Plan #001

Total assets
$228M
Net assets
$228M
Active participants
149
With balances
867

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $60,610
Capfinancial Partners, Llc Consulting (general), Insurance brokerage commissions $41,250
Hm&M Group, Llc Accounting, Direct payment from the plan $26,125
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $1,313
National Financial Services Securities brokerage, Securities brokerage commissions $0