Allison Franklin signed Intuitive Surgical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intuitive Surgical, Inc.'s EIN is 77-0416458.
Download the official 2024 Form 5500 (PDF) for Intuitive Surgical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intuitive Surgical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS CO OF AMERICA | 84-0467907 | — | NONE | $400K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $269K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALUMAN INC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $210.9M | 20.3% | |
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $93.4M | 9.0% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $62.3M | 6.0% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $55.0M | 5.3% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $53.7M | 5.2% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $52.0M | 5.0% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $49.1M | 4.7% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $48.6M | 4.7% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $38.9M | 3.7% | |
| Virtus AllianzGI Technology Fund Mutual Fund | Other securities | — | — | $37.7M | 3.6% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $31.0M | 3.0% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $30.2M | 2.9% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $26.5M | 2.5% | |
| Vanguard Windsor II Fund Admiral Fund Mutual Fund | Mutual Funds | — | — | $22.2M | 2.1% | |
| Blackrock Mid-Cap Growth Equity Institutional Fund Mutual Fund | Other securities | — | — | $21.1M | 2.0% | |
| TD Ameritrade Self-Directed Brokerage Fund Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $19.5M | 1.9% | |
| Vanguard Federal Money Market Investment Fund Money Market Fund | Mutual Funds | — | — | $18.5M | 1.8% | |
| American Funds Capital World G/I R6 Fund Mutual Fund | Mutual Funds | — | — | $17.1M | 1.6% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $16.4M | 1.6% | |
| JPMorgan Mid Cap Value R6 Fund Mutual Fund | Other securities | — | — | $15.6M | 1.5% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $13.8M | 1.3% | |
| Vanguard Real Estate Index Institutional Fund Mutual Fund | Mutual Funds | — | — | $13.7M | 1.3% | |
| DFA US Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $13.6M | 1.3% | |
| SA/T ROWE PRICE EQUITY INCOME STRAT EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $10.0M | 1.0% | |
| Brown Advisory Small-Cap Growth Institutional Fund Mutual Fund | Other securities | — | — | $9.8M | 0.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $8.5M | 0.8% | |
| maturities through November 2054 - | Other securities | — | — | $8.3M | 0.8% | |
| Vanguard Intermediate Term Treasury Admiral Fund Mutual Fund | Mutual Funds | — | — | $7.4M | 0.7% | |
| T. Row Price Emerging Markets Stock I Fund Mutual Fund | Other securities | — | — | $7.2M | 0.7% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 326 | Common Collective Trust | — | — | $6.1M | 0.6% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $5.9M | 0.6% | |
| PIMCO Total Return Institutional Fund Mutual Fund | Mutual Funds | — | — | $5.3M | 0.5% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $4.7M | 0.4% | |
| T. Rowe Price Inflation Protected Bond I Fund Mutual Fund | Other securities | — | — | $4.1M | 0.4% | |
| TD Ameritrade Self-Directed Brokerage Roth Fund Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.3M | 0.3% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-4697046 |
| — |
| NONE |
| $6K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
