COUPA SOFTWARE, INC. 401(k) Plan
What public Form 5500 filings show about the COUPA SOFTWARE, INC. 401(k) plan — and how to find and check your own account.
The COUPA SOFTWARE, INC. 401(k) on its latest Form 5500
COUPA SOFTWARE, INC. (EIN 20-4429448) reports COUPA SOFTWARE, INC. RETIREMENT TRUST on its most recent Form 5500, with $215.1M in plan assets across 1,202 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full COUPA SOFTWARE, INC. filing — schedules, fees, and providers.
Who runs the COUPA SOFTWARE, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COUPA SOFTWARE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, VITA PLANNING GROUP.
How to check your COUPA SOFTWARE, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask COUPA SOFTWARE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).