# Intuit INC. 401(k) Plan
Source: https://planprovider.pro/companies/intuit-inc-401k-plan

> Intuit INC.'s 401(k) plan: 24,200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intuit INC.

- **Sponsor EIN:** 770034661

- **Sponsor Address:** 2535 GARCIA AVENUE, MOUNTAIN VIEW, CA, 94039

- **Plan Type:** 401(k)

- **Total Participants:** 24,200

- **Total Assets:** $3.7B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24,200|$3.7B|$122.8M|$224.9M|

| 2023|20,635|$3.1B|$114.3M|$198.8M|

| 2022|19,607|$2.5B|$107.5M|$173.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$129,200|—|$129,200|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$58,450|—|$58,450|

| FORTUNE WEALTH MANAGEMENT LLC|NONE|$27,764|—|$27,764|

| CHARLES SCHWAB & CO. INC.|NONE|$24,154|—|$24,154|

| TCI WEALTH ADVISORS INC|NONE|$14,546|—|$14,546|

| GOLDEN STATE EQUITY PARTNERS L|NONE|$12,438|—|$12,438|

| EP WEALTH ADVISORS LLC|NONE|$10,207|—|$10,207|

| DYNAMIC WEALTH ADVISORS|NONE|$6,728|—|$6,728|

| QDRO CONSULTANTS CO LLC|NONE|$5,100|—|$5,100|

| HOGANTAYLOR LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB & CO. INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [TCI WEALTH ADVISORS INC](https://planprovider.pro/provider/tci-wealth-advisors-inc) — NONE

- [HOGANTAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $288,587

- **Estimated Expense Ratio:** 0.008% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$226,512|—|—|—|—|

| 2023|$1,319,451|$144,141|—|—|—|

| 2022|$1,103,450|—|—|—|$2,400|

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