Plan Snapshot
- Plan Sponsor: Box, INC.
- Sponsor EIN: 202714444
- Sponsor Address: 900 JEFFERSON AVENUE, REDWOOD CITY, CA, 94063
- Plan Type: DC
- Total Participants: 1,823
- Total Assets: $282.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,823 | $282.9M | $0 | $30.8M |
| 2023 | 1,762 | $228.5M | $0 | $29.1M |
| 2022 | 1,810 | $168.5M | $0 | $27.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $169,279 | — | $169,279 |
| WEAVER & TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,279
- Estimated Expense Ratio: 0.060% 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 | $169,279 | — | $300 | — | — |
| 2023 | $130,267 | — | $300 | — | — |
| 2022 | $125,214 | — | — | — | — |