# Coupa Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coupa-software-inc-401k-plan

> Coupa Software, INC.'s 401(k) plan: 1,202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|—|—|—|

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