# Veeva Systems INC. 401(k) Plan
Source: https://planprovider.pro/companies/veeva-systems-inc-401k-plan

> Veeva Systems INC.'s 401(k) plan: 3,977 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$73,759|—|$73,759|

| STRATEGIC ADVISORS, INC.|ADVISOR|$70,281|—|$70,281|

| CONTINUUM ADVISORY LLC|ADVISOR|$30,000|—|$30,000|

| ARMANINO 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $174,040

- **Estimated Expense Ratio:** 0.038% 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|$174,040|$100,281|—|—|—|

| 2023|$57,506|$66,350|$300|$12,075|—|

| 2022|$52,083|$21,093|—|—|—|

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