Intuit Inc. 401(k) Plan
Sponsored by Intuit Inc. · EIN 770034661 · Plan #001
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 24,200
- With balances
- 33,168
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 |
|---|---|---|
| Fortune Wealth Management, Llc CRD 157832 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Tci Wealth Advisors, Inc. CRD 107373 | deterministic · 100% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $129,200 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $58,450 |
| Fortune Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $27,764 |
| Charles Schwab & Co. Inc. | Investment advisory (participants), Securities brokerage commissions, Direct payment from the plan | $24,154 |
| Tci Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $14,546 |
| Golden State Equity Partners L | Investment advisory (participants), Direct payment from the plan | $12,438 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,207 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $6,728 |
| Qdro Consultants Co Llc | Consulting (general), Direct payment from the plan | $5,100 |