Cassius Conliffe signed Intuit Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intuit Inc.'s EIN is 77-0034661.
Download the official 2024 Form 5500 (PDF) for Intuit Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intuit Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCI WEALTH ADVISORS INC | 86-1002710 |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $521.1M | 14.1% | |
| VANGUARD TARGET RETIRE 2040 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $390.7M | 10.6% | |
| VANGUARD TARGET RETIRE 2035 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $381.9M | 10.4% | |
| VANGUARD TARGET RETIRE 2045 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $377.5M | 10.2% | |
| VANGUARD TARGET RETIRE 2050 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $374.6M | 10.2% | |
| VANGUARD TARGET RETIRE 2055 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $286.7M | 7.8% | |
| Self-directed brokerage accounts Various units | Self-Directed Brokerage | — | — | $273.0M | 7.4% | |
| VANGUARD TARGET RETIRE 2030 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $248.6M | 6.8% | |
| VANGUARD TARGET RETIRE 2025 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $146.8M | 4.0% | |
| VANGUARD TARGET RETIRE 2060 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $127.8M | 3.5% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $103.8M | 2.8% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $86.5M | 2.3% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 496 | Common Collective Trust | — | — | $73.8M | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $53.3M | 1.4% | |
| State Street Global All Cap Equity U.S. Index Fund | Common Collective Trusts | — | — | $49.3M | 1.3% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $49.3M | 1.3% | |
| VANGUARD TARGET RETIRE 2065 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $44.6M | 1.2% | |
| State Street U.S. Bond Index Fund | Common Collective Trusts | — | — | $43.0M | 1.2% | |
| STATE ST US BND INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $43.0M | 1.2% | |
| VANGUARD TARGET RETIRE 2020 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $40.6M | 1.1% | |
| VANGUARD TARGET RETIRE INC TRUST SE VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $30.4M | 0.8% | |
| with various maturities - | Other securities | — | — | $24.3M | 0.7% | |
| VANGUARD TARGET RETIRE 2070 TRUST S VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.1% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $67 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $15K |
| — |
| EP WEALTH ADVISORS LLC | 33-0152539 | — | NONE | $10K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTUNE WEALTH MANAGEMENT LLC | 27-5348624 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $24K | — |
| GOLDEN STATE EQUITY PARTNERS L | 88-3179167 | — | NONE | $12K | — |
| QDRO CONSULTANTS CO LLC | 34-1820650 | — | NONE | $5K | — |
