# Box, INC. DC Plan
Source: https://planprovider.pro/companies/box-inc-plan-001

> Box, INC.'s DC plan: 1,823 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER & TIDWELL LLP](https://planprovider.pro/provider/weaver-and-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|—|—|—|—|

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