Plan Snapshot
- Plan Sponsor: Veeva Systems INC.
- Sponsor EIN: 208235463
- Sponsor Address: 4280 HACIENDA DRIVE, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 3,977
- Total Assets: $460.9M
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 | 3,977 | $460.9M | $7.9M | $54.8M |
| 2023 | 3,959 | $351.2M | $7.6M | $49.7M |
| 2022 | 3,682 | $245.3M | $6.8M | $40.9M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $174,040 | $100,281 | — | — | — |
| 2023 | $57,506 | $66,350 | $300 | $12,075 | — |
| 2022 | $52,083 | $21,093 | — | — | — |