Plan Ledger DOL Form 5500 · updated monthly

Box, Inc.401(k)

BOX, INC. 401(K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Box, Inc. reported $169,279 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.071% to 0.066%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 428th-largest of 9,483 plans among California employers on file, and the 600th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$282,932,097
Participants with balances2,929
Active participants1,823
Employer contributions$0
Employee contributions$30,839,470
Employer contribution per active participant$0
Average account balance$96,597
Benefits paid to participants$20,834,605
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$282.9M · 2,929 accts
2023$228.5M · 2,867 accts
2022$168.5M · 2,857 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,279
Total administrative$169,279
The Box, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$4,294

Box, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$169,279

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$169,279 · 0.07%
2023$130,267 · 0.07%
2022$125,214 · 0.07%
Same employer
Similar plansProfessional & Technical Services · California
Elasticsearch, Inc. CA$291.4M · 0.00%
Neurocrine Biosciences CA$283.5M · 0.05%
Munger, Tolles & Olson LLP CA$282.2M · 0.09%
Tsmc North America Inc CA$278.6M · 0.05%
Public Health Institute CA$276.2M · 0.21%
Mediatek USA Inc. CA$274.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202714444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.