Back to filter
Original filing (PDF)20251009182227NAL0004161411001
BOX, INC.
Form 5500
FILING_RECEIVED
BOX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,823
Accounts w/ balance
2,929
Plan assets (EOY)
$282.9M
Net assets (EOY)
$282.9M
How this plan invests
This plan
28 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOX, INC..
Plan sponsor
Name
BOX, INC.
EIN
20-2714444
Address
900 JEFFERSON AVENUE · REDWOOD CITY, CA · 94063
Phone
(650) 543-6964
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $169K | — |
Investments
18 direct securities · 28 pooled funds· $282.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$161.0M
28 holdings
Uncategorized
$121.9M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund - | — | — | — | $61.5M | 21.7% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $44.8M | 15.8% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $32.6M | 11.5% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $22.9M | 8.1% | |
| FID CONTRAFUND Mutual Fund - | — | — | — | $17.7M | 6.3% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $15.9M | 5.6% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $15.9M | 5.6% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $13.3M | 4.7% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.3% | |
| FID INTL INDEX Mutual Fund - | — | — | — | $5.5M | 2.0% | |
| FID MID CAP IDX Mutual Fund - | — | — | — | $5.3M | 1.9% | |
| FID EXTD MKT IDX Mutual Fund - | — | — | — | $5.0M | 1.8% | |
| FID SM CAP IDX Mutual Fund - | — | — | — | $4.9M | 1.7% | |
| JPM EQUITY INCOME R6 Mutual Fund - | — | — | — | $3.7M | 1.3% | |
| FID CAPITAL & INCOME Mutual Fund - | — | — | — | $2.7M | 1.0% | |
| VICTORY S ESTB VAL I Mutual Fund - | — | — | — | $2.3M | 0.8% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| VANG EXPLORER ADM Mutual Fund - | — | — | — | $2.2M | 0.8% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| FID US BOND IDX Mutual Fund - | — | — | — | $2.1M | 0.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| DFA US TARGET VAL I Mutual Fund - | — | — | — | $1.6M | 0.5% | |
| JH DSCPL VAL INTL R6 Mutual Fund - | — | — | — | $1.5M | 0.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| MM MID CAP GRTH R5 Mutual Fund - | — | — | — | $1.5M | 0.5% | |
| Varying maturity dates and interest rates ranging * Notes receivable from participants from 4.25% to 9.50% - | — | — | — | $1.3M | 0.5% | |
| AC LARGE CAP EQ R6 Mutual Fund - | — | — | — | $1.3M | 0.4% | |
| COHEN & STEERS RLTY Mutual Fund - | — | — | — | $1.2M | 0.4% | |
| VANG CR FED MM ADM Money Market Fund - | — | — | — | $629K | 0.2% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $431K | 0.2% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $363K | 0.1% | |
| TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $340K | 0.1% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $126K | <0.1% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $27K | <0.1% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
CHECK POINT SOFTWARE TECHNOLOGIES, INC.
CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN
$285.4M · 1,522 participants
ELASTICSEARCH, INC.
ELASTICSEARCH, INC. 401K PLAN
$291.4M · 1,538 participants
VALVE CORPORATION
THE VALVE CORPORATION 401K PLAN AND TRUST
$291.5M · 357 participants
ELECTRONICS FOR IMAGING, INC.
EFI 401(K) SAVINGS PLAN
$265.3M · 527 participants
SAG, LLC.
SOFTWARE AG USA, INC. PROFIT SHARING PLAN
$254.8M · 521 participants
MICROSTRATEGY
MICROSTRATEGY 401(K) SAVINGS PLAN
$254.3M · 453 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B