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Original filing (PDF)20250818095158NAL0000564195001
VEEVA SYSTEMS INC.
Form 5500
FILING_RECEIVED
VEEVA SYSTEMS INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,977
Accounts w/ balance
4,577
Plan assets (EOY)
$460.9M
Net assets (EOY)
$460.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
24 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEEVA SYSTEMS INC..
Plan sponsor
Name
VEEVA SYSTEMS INC.
EIN
20-8235463
Address
4280 HACIENDA DRIVE · PLEASANTON, CA · 94588
Phone
(925) 452-6500
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
2025-08-18
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO 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 | $74K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $70K | — |
| CONTINUUM ADVISORY LLC | 81-2078978 | — | ADVISOR | $30K | — |
Investments
22 direct securities · 4 pooled funds· $491.6M(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.
Uncategorized
$354.1M
22 holdings
Common Collective Trust
$137.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $101.1M | 21.9% | |
| American Funds 2060 Target Date Fund Mutual fund | — | — | — | $49.5M | 10.7% | |
| American Funds 2045 Target Date Fund Mutual fund | — | — | — | $47.3M | 10.3% | |
| American Funds 2050 Target Date Fund Mutual fund | — | — | — | $36.5M | 7.9% | |
| American Funds 2040 Target Date Fund Mutual fund | — | — | — | $36.0M | 7.8% | |
| American Funds 2055 Target Date Fund Mutual fund | — | — | — | $33.7M | 7.3% | |
| PIMCO Total Return Bond Fund Mutual fund | — | — | — | $32.5M | 7.1% | |
| American Funds 2035 Target Date Fund Mutual fund | — | — | — | $30.6M | 6.6% | |
| State Street Russell Small/Mid Cap Index Fund Class II Collective investment trust | — | — | — | $19.4M | 4.2% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.4M | 4.2% | |
| American Funds 2030 Target Date Fund Mutual fund | — | — | — | $18.6M | 4.0% | |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II Collective investment trust | — | — | — | $11.3M | 2.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $11.3M | 2.4% | |
| American Funds Small Cap World Fund Mutual fund | — | — | — | $6.0M | 1.3% | |
| Fidelity Government Cash Reserve Fund Mutual fund | — | — | — | $5.9M | 1.3% | |
| American Funds New World Fund Mutual fund | — | — | — | $5.8M | 1.2% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.7M | 1.2% | |
| JPMorgan Core Plus Bond Fund Mutual fund | — | — | — | $5.3M | 1.2% | |
| American Funds International Growth and Income Fund Mutual fund | — | — | — | $4.5M | 1.0% | |
| American Funds 2025 Target Date Fund Mutual fund | — | — | — | $3.9M | 0.9% | |
| Notes receivable from participants maturities through October 2043 - | — | — | — | $3.4M | 0.7% | |
| T. Rowe Price U.S. Equity Research Fund I Mutual fund | — | — | — | $2.2M | 0.5% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual fund | — | — | — | $854K | 0.2% | |
| American Funds 2020 Target Date Fund Mutual fund | — | — | — | $513K | 0.1% | |
| American Funds 2010 Target Date Fund Mutual fund | — | — | — | $309K | <0.1% | |
| American Funds 2015 Target Date Fund Mutual fund | — | — | — | $108K | <0.1% |
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