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Original filing (PDF)20250905110158NAL0010550339001
COUPA SOFTWARE, INC.
Form 5500
FILING_RECEIVED
COUPA SOFTWARE, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
1,202
Accounts w/ balance
2,037
Plan assets (EOY)
$215.1M
Net assets (EOY)
$215.1M
How this plan invests
This plan
39 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUPA SOFTWARE, INC..
Plan sponsor
Name
COUPA SOFTWARE, INC.
EIN
20-4429448
Address
950 TOWER LANE · 20TH FLOOR · FOSTER CITY, CA · 94404
Phone
(650) 931-3200
Industry
Custom Computer Programming· 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
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VITA PLANNING GROUP LLC | 85-4118778 | — | CONSULTANT | $42K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Investments
39 direct securities· $215.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $39.0M | 18.1% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $23.1M | 10.7% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $20.1M | 9.3% | |
| Fidelity Contra Fund Mutual Fund | — | — | — | $18.7M | 8.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $18.0M | 8.4% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $15.4M | 7.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $13.8M | 6.4% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $9.5M | 4.4% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $7.5M | 3.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $5.6M | 2.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.0M | 2.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $3.8M | 1.8% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $3.6M | 1.7% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $2.8M | 1.3% | |
| DFA US Core Equity Fund Mutual Fund | — | — | — | $2.8M | 1.3% | |
| American Funds Washington Mutual Fund Mutual Fund | — | — | — | $2.8M | 1.3% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $2.5M | 1.2% | |
| DFA Emerging Markets Social Core Portfolio Mutual Fund | — | — | — | $2.4M | 1.1% | |
| Conestoga Small Cap Fund Mutual Fund | — | — | — | $2.3M | 1.1% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $2.2M | 1.0% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| through September 2034 | — | — | — | $1.3M | 0.6% | |
| Calvert Bond Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| PGIM Jennison International Opportunities Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Fidelity Capital & Income Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| DFA Real Estate Securities Portfolio Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $1.0M | 0.5% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $546K | 0.3% | |
| Vanguard Short Term Bond Index Fund Mutual Fund | — | — | — | $482K | 0.2% | |
| Parnassus Core Equity Fund Mutual Fund | — | — | — | $440K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $420K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund | — | — | — | $321K | 0.1% | |
| DFA Inflation-Protected Securities Portfolio Fund Mutual Fund | — | — | — | $283K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $200K | <0.1% | |
| DFA International Sustainability Core Mutual Fund | — | — | — | $184K | <0.1% | |
| T. Rowe Price Floating Rate Fund Mutual Fund | — | — | — | $172K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $105K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $51K | <0.1% |
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