Intuit Inc. 401(k): best low-cost funds
Intuit Inc. 401(k) Plan · Plan #001 · Mountain View, CA
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| State ST S&P 500 Indx SL CL II index | State Street Bank And Trust Company | Common/collective trust | $521.1M |
| Vanguard Target Retire 2040 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $390.7M |
| Vanguard Target Retire 2035 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $381.9M |
| Vanguard Target Retire 2045 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $377.5M |
| Vanguard Target Retire 2050 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $374.6M |
| Vanguard Target Retire 2055 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $286.7M |
| Vanguard Target Retire 2030 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $248.6M |
| Vanguard Target Retire 2025 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $146.8M |
| Vanguard Target Retire 2060 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $127.8M |
| State ST S&P Midcap Indx SL CL XIV index | State Street Bank And Trust Company | Common/collective trust | $103.8M |
| State Street Russell Small CAP Inde index | State Street Bank And Trust Company | Common/collective trust | $73.8M |
| Putnam Stable Value Fund | Putnam Fiduciary Trust Company | Common/collective trust | $53.3M |
| State ST GBL Allcp EQ Ex-us IDX SL | State Street Bank And Trust Company | Common/collective trust | $49.3M |
| Vanguard Target Retire 2065 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $44.6M |
| State ST US BND Indx SL CL XIV | State Street Bank And Trust Company | Common/collective trust | $43.0M |
| Vanguard Target Retire 2020 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $40.6M |
| Vanguard Target Retire INC Trust SE | Vanguard Fiduciary Trust Company | Common/collective trust | $30.4M |
| Vanguard Target Retire 2070 Trust S | Vanguard Fiduciary Trust Company | Common/collective trust | $4.8M |
| Vanguard Target Retire Trust Plus 2 | Vanguard Fiduciary Trust Company | Common/collective trust | $67 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $86.5M | 2.3% |
| Common/collective trusts | $3.3B | 89.6% |
| Participant loans | $24.3M | 0.7% |
| Other investments | $273.0M | 7.4% |
Fees paid from plan assets
| Contract administrator fees | $0 |
| Investment advisory & management fees | $0 |
| Other administrative fees | $5,100 |
| Total administrative expenses | $226,512 |
Reported administrative expenses were about 0.007% of average plan assets, or about $7 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251014203454NAL0007416482001. EIN 770034661.
FAQ
What are the best low-cost funds in the Intuit Inc. 401(k)?
The free public data doesn't list enough of the Intuit Inc. plan's index funds to say. Look in your plan's fee disclosure (404a-5 notice) for a US stock index fund, an international index fund and a bond index fund with low expense ratios.
Can I build a three-fund portfolio in the Intuit Inc. 401(k)?
Possibly. Many large plans offer the three building blocks, but the public data for this plan doesn't confirm it. A low-cost target-date index fund is a common one-fund alternative.
How big is the Intuit Inc. 401(k) plan?
The plan reported about $3.7B in net assets and 33,168 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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