Veronica McCoy signed Box, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Box, Inc.'s EIN is 20-2714444.
Download the official 2024 Form 5500 (PDF) for Box, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Box, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $169K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund - | Common Collective Trusts | — | — | $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 - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $5.5M | 2.0% | |
| FID MID CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $5.3M | 1.9% | |
| FID EXTD MKT IDX Mutual Fund - | Common Collective Trusts | — | — | $5.0M | 1.8% | |
| FID SM CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $4.9M | 1.7% | |
| JPM EQUITY INCOME R6 Mutual Fund - | Other securities | — | — | $3.7M | 1.3% | |
| FID CAPITAL & INCOME Mutual Fund - | Mutual Funds | — | — | $2.7M | 1.0% | |
| VICTORY S ESTB VAL I Mutual Fund - | Other securities | — | — | $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 - | Other securities | — | — | $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 - | Common Collective Trusts | — | — | $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 - | Mutual Funds | — | — | $1.6M | 0.5% | |
| JH DSCPL VAL INTL R6 Mutual Fund - | Other securities | — | — | $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 - | Other securities | — | — | $1.5M | 0.5% | |
| Varying maturity dates and interest rates ranging * Notes receivable from participants from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.3M | 0.5% | |
| AC LARGE CAP EQ R6 Mutual Fund - | Other securities | — | — | $1.3M | 0.4% | |
| COHEN & STEERS RLTY Mutual Fund - | Other securities | — | — | $1.2M | 0.4% | |
| VANG CR FED MM ADM Money Market Fund - | Cash / Money Market | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
