Plan Ledger DOL Form 5500 · updated monthly

Vitria Technology, Inc.401(k)

VITRIA TECHNOLOGY, INC. 401(K) PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Vitria Technology, Inc. reported $52,295 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 3,412th-largest of 9,483 plans among California employers on file, and the 975th of 2,199 in information & media. active participation has shrunk from 24 to 17 since 2022.

Plan summary
Net assets, end of year$21,885,907
Participants with balances93
Active participants17
Employer contributions$0
Employee contributions$307,150
Employer contribution per active participant$0
Average account balance$235,332
Benefits paid to participants$938,380
Plan auditUnmodified (clean) audit opinion
AuditorMILLER KAPLAN ARASE
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 93 accts
2023$18.6M · 101 accts
2022$14.8M · 103 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,295
Investment management$30,000
Total administrative$52,295
The Vitria Technology, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Vitria Technology, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$52,295 · 0.26%
2023$49,197 · 0.29%
2022$49,188 · 0.29%
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POINT.360 CA$22.3M · 0.45%
Appriss Retail CA$21.8M · 0.03%
PAC-12 Enterprises, LLC CA$21.6M · 0.30%
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Source: U.S. Department of Labor, Form 5500 series, EIN 770386311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.