Plan Snapshot
- Plan Sponsor: Coupa Software, INC.
- Sponsor EIN: 204429448
- Sponsor Address: 950 TOWER LANE, FOSTER CITY, CA, 94404
- Plan Type: 401(k)
- Total Participants: 1,202
- Total Assets: $215.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,202 | $215.1M | $7.4M | $21.8M |
| 2023 | 1,248 | $179.7M | $6.5M | $25.0M |
| 2022 | 1,850 | $134.7M | $5.3M | $25.1M |
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 |
|---|---|---|---|---|
| VITA PLANNING GROUP LLC | CONSULTANT | $41,573 | — | $41,573 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,429 | — | $20,429 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,002
- Estimated Expense Ratio: 0.029% 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 | $38,671 | $20,429 | — | — | — |
| 2023 | $52,140 | $16,193 | $300 | — | — |
| 2022 | $13,973 | $6,429 | — | — | — |