What public Form 5500 filings show about the Intuit Inc. 401(k) plan — and how to find and check your own account.
Intuit Inc. (EIN 77-0034661) reports INTUIT INC. 401(K) PLAN on its most recent Form 5500, with $3.7B in plan assets across 24,200 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Intuit Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Intuit Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EP WEALTH ADVISORS, MORNINGSTAR INVESTMENT SERVICE, FORTUNE WEALTH MANAGEMENT, GOLDEN STATE EQUITY PARTNERS L, CHARLES SCHWAB & CO, DYNAMIC WEALTH ADVISORS.
