Intuitive Surgical, Inc. 401(k) Plan
Sponsored by Intuitive Surgical, Inc. · EIN 770416458 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 8,736
- With balances
- 8,568
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Aluman Inc. CRD 281073 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $399,804 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $268,826 |
| Aluman Inc | Investment advisory (participants), Direct payment from the plan | $6,004 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $1,209 |