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Recordkeeping fees per participant · Box, Inc. 401(k) Plan · plan year 2024

$57.69

Higher than 61% of the 1,697 plans $250M to 1B that report it.

Source

= $168,979 / 2,929
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009182227NAL0004161411001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009182227NAL0004161411001, received 2025-10-09

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$57.79

10th: $18.52median $67.2190th: $147.71

Higher than 40% of the 2,324 plans $250M to 1B that report it.

Source

= $169,279 / 2,929
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009182227NAL0004161411001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009182227NAL0004161411001, received 2025-10-09

Administrative expenses per participant

$57.79

10th: $27.95median $88.2590th: $203.68

Higher than 26% of the 2,405 plans $250M to 1B that report it.

Source

= $169,279 / 2,929
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009182227NAL0004161411001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009182227NAL0004161411001, received 2025-10-09

Administrative expenses as a share of assets

0.060%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 41% of the 2,407 plans $250M to 1B that report it.

Source

= $169,279 / $282,932,097
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009182227NAL0004161411001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009182227NAL0004161411001, received 2025-10-09

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 2,929
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009182227NAL0004161411001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009182227NAL0004161411001, received 2025-10-09

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $35,837,010
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009182227NAL0004161411001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009182227NAL0004161411001, received 2025-10-09

Plan terms, as stated in Box, Inc.'s SEC filings

Plan terms are described in Box, Inc.'s SEC filings: Form 10-K filed 2026-03-09. No term could be quoted from them with the required precision.

Plan features

2G fully participant-directed · 2F ERISA 404(c) plan · 2J 401(k) feature · 2T default investment (QDIA) · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009182227NAL0004161411001, received 2025-10-09

Full record, Box, Inc. 401(k) Plan

FieldValueSource
Plan sponsorBOX, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009182227NAL0004161411001, received 2025-10-09
Plan nameBOX, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251009182227NAL0004161411001, received 2025-10-09
Sponsor EIN / plan number20-2714444 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009182227NAL0004161411001, received 2025-10-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009182227NAL0004161411001, received 2025-10-09
Sponsor locationREDWOOD CITY, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009182227NAL0004161411001, received 2025-10-09
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009182227NAL0004161411001, received 2025-10-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009182227NAL0004161411001, received 2025-10-09
Filing received2025-10-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009182227NAL0004161411001, received 2025-10-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009182227NAL0004161411001, received 2025-10-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251009182227NAL0004161411001, received 2025-10-09
Participants, beginning of year2,959Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009182227NAL0004161411001, received 2025-10-09
Active participants1,823Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009182227NAL0004161411001, received 2025-10-09
Participants, end of year3,027Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009182227NAL0004161411001, received 2025-10-09
Participants with an account balance2,929Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009182227NAL0004161411001, received 2025-10-09
Total assets, beginning of year$228,481,147Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009182227NAL0004161411001, received 2025-10-09
Total assets, end of year$282,932,097Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009182227NAL0004161411001, received 2025-10-09
Net assets, end of year$282,932,097Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009182227NAL0004161411001, received 2025-10-09
Total income$75,454,845Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009182227NAL0004161411001, received 2025-10-09
Net income$54,450,950Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009182227NAL0004161411001, received 2025-10-09
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009182227NAL0004161411001, received 2025-10-09
Participant contributions$30,839,470Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009182227NAL0004161411001, received 2025-10-09
Other contributions (incl. rollovers)$4,997,540Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009182227NAL0004161411001, received 2025-10-09
Total contributions$35,837,010Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009182227NAL0004161411001, received 2025-10-09
Benefit payments$20,834,605Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009182227NAL0004161411001, received 2025-10-09
Total expenses (incl. benefit payments)$21,003,895Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009182227NAL0004161411001, received 2025-10-09
Total administrative expenses$169,279Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009182227NAL0004161411001, received 2025-10-09
Contract administrator fees$300Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009182227NAL0004161411001, received 2025-10-09
Recordkeeping fees$168,979Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009182227NAL0004161411001, received 2025-10-09
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009182227NAL0004161411001, received 2025-10-09
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009182227NAL0004161411001, received 2025-10-09
Administrative expenses excluding investment management$169,279derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009182227NAL0004161411001, received 2025-10-09
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009182227NAL0004161411001, received 2025-10-09
Held in common/collective trusts$160,993,352Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009182227NAL0004161411001, received 2025-10-09
Held in mutual funds$119,979,539Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009182227NAL0004161411001, received 2025-10-09
Independent auditorWEAVER & TIDWELL LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009182227NAL0004161411001, received 2025-10-09

Position = column in the DOL layout for form year 2024. Filing 20251009182227NAL0004161411001, received 2025-10-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $169,279yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009182227NAL0004161411001, received 2025-10-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$228,481,147$282,932,09723.8%
Participants with a balance2,8672,9292.2%
Administrative expenses$130,267$169,27929.9%
Recordkeeping fees per participant$45.33$57.6927.3%
Employer contributions$0$0

Prior filing 20240927180624NAL0004432592001, received 2024-09-27; the plan years are contiguous.

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Sponsor name as filed: BOX, INC.; SEC registrant: BOX INC (CIK 1372612, matched by EIN; display name from the Form 10-K cover).