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Original filing (PDF)20251014203454NAL0007416482001
INTUIT INC.
Form 5500
FILING_RECEIVED
INTUIT INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
24,200
Accounts w/ balance
33,168
Plan assets (EOY)
$3.7B
Net assets (EOY)
$3.7B
How this plan invests
This plan
19 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTUIT INC..
Plan sponsor
Name
INTUIT INC.
EIN
77-0034661
Address
2535 GARCIA AVENUE · MOUNTAIN VIEW, CA · 94039
Phone
(669) 437-0266
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $129K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $58K | — |
| FORTUNE WEALTH MANAGEMENT LLC | 27-5348624 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $24K | — |
| TCI WEALTH ADVISORS INC | 86-1002710 | — | NONE | $15K | — |
| GOLDEN STATE EQUITY PARTNERS L | 88-3179167 | — | NONE | $12K | — |
| EP WEALTH ADVISORS LLC | 33-0152539 | — | NONE | $10K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $7K | — |
| QDRO CONSULTANTS CO LLC | 34-1820650 | — | NONE | $5K | — |
Investments
5 direct securities · 19 pooled funds· $3.8B(100% of reported assets)
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.
Common Collective Trust
$3.3B
19 holdings
Uncategorized
$476.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $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% |