Employers › Intuit
Recordkeeping fees per participant · Intuit Inc. 401(k) Plan · plan year 2024
$6.68
Higher than 10% of the 790 plans over $1B that report it.
= $221,412 / 33,168
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014203454NAL0007416482001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014203454NAL0007416482001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$6.83
Higher than 7% of the 1,045 plans over $1B that report it.
= $226,512 / 33,168
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014203454NAL0007416482001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014203454NAL0007416482001, received 2025-10-14
Administrative expenses per participant
$6.83
Higher than 2% of the 1,076 plans over $1B that report it.
= $226,512 / 33,168
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014203454NAL0007416482001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014203454NAL0007416482001, received 2025-10-14
Administrative expenses as a share of assets
0.006%
Higher than 5% of the 1,076 plans over $1B that report it.
= $226,512 / $3,683,174,722
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014203454NAL0007416482001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014203454NAL0007416482001, received 2025-10-14
Employer contributions per participant
$3,704
Higher than 50% of the 1,135 plans over $1B that report it.
= $122,847,147 / 33,168
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014203454NAL0007416482001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014203454NAL0007416482001, received 2025-10-14
Employer share of total contributions
31.5%
Higher than 43% of the 1,135 plans over $1B that report it.
= $122,847,147 / $389,767,402
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014203454NAL0007416482001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014203454NAL0007416482001, received 2025-10-14
Employer match
“We match a portion of employee contributions, currently 125% up to six percent of compensation, subject to maximum aggregate matching amounts and IRS limitations.”
Form 10-K filed 2026-09-09, for the year ended 2026-07-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-07-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014203454NAL0007416482001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INTUIT INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Plan name | INTUIT INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Sponsor EIN / plan number | 77-0034661 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Sponsor location | MOUNTAIN VIEW, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Industry (business code) | 335310, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Participants, beginning of year | 30,868 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Active participants | 24,200 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Participants, end of year | 35,542 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Participants with an account balance | 33,168 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total assets, beginning of year | $3,132,371,228 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total assets, end of year | $3,683,174,722 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Net assets, end of year | $3,683,174,030 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total income | $873,681,353 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Net income | $550,802,802 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Employer contributions | $122,847,147 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Participant contributions | $224,918,615 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $42,001,640 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total contributions | $389,767,402 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Benefit payments | $322,158,512 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $322,878,551 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Total administrative expenses | $226,512 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Recordkeeping fees | $221,412 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Administrative expenses excluding investment management | $226,512 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Held in common/collective trusts | $3,299,344,353 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Held in mutual funds | $86,497,130 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014203454NAL0007416482001, received 2025-10-14 |
| Independent auditor | HOGANTAYLOR LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014203454NAL0007416482001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014203454NAL0007416482001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | NONE | 64 Recordkeeping fees; 50 Direct payment from the plan; 37 Participant loan processing; 15 Recordkeeping and information management | $129,200 | yes |
| MORNINGSTAR INVESTMENT SERVICE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $58,450 | no |
| FORTUNE WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $27,764 | no |
| CHARLES SCHWAB & CO. INC. | NONE | 26 Investment advisory (participants); 71 Securities brokerage commissions and fees; 50 Direct payment from the plan; 59 Shareholder servicing fees; 33 Securities brokerage | $24,154 | yes |
| TCI WEALTH ADVISORS INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $14,546 | no |
| GOLDEN STATE EQUITY PARTNERS L | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,438 | no |
| EP WEALTH ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $10,207 | no |
| DYNAMIC WEALTH ADVISORS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,728 | no |
| QDRO CONSULTANTS CO LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $5,100 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014203454NAL0007416482001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,132,371,228 | $3,683,174,722 | 17.6% |
| Participants with a balance | 30,182 | 33,168 | 9.9% |
| Administrative expenses | $1,319,451 | $226,512 | -82.8% |
| Recordkeeping fees per participant | $38.86 | $6.68 | -82.8% |
| Employer contributions | $114,278,321 | $122,847,147 | 7.5% |
Prior filing 20260211102605NAL0002760931001, received 2026-02-11; the plan years are contiguous.
Sponsor name as filed: INTUIT INC.; SEC registrant: INTUIT INC. (CIK 896878, matched by EIN; display name from the Form 10-K cover).