401k Record

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Vitria Technology 401(k)

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

$239.73

Higher than 92% of the 14,075 plans $10 to 50M that report it.

Source

= $22,295 / 93
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010044130NAL0007236529001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010044130NAL0007236529001, received 2025-10-10

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$239.73

10th: $15.36median $118.8890th: $340.63

Higher than 80% of the 24,371 plans $10 to 50M that report it.

Source

= $22,295 / 93
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010044130NAL0007236529001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010044130NAL0007236529001, received 2025-10-10

Administrative expenses per participant

$562.31

10th: $26.86median $197.2590th: $456.10

Higher than 95% of the 25,098 plans $10 to 50M that report it.

Source

= $52,295 / 93
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010044130NAL0007236529001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010044130NAL0007236529001, received 2025-10-10

Administrative expenses as a share of assets

0.239%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 41% of the 25,132 plans $10 to 50M that report it.

Source

= $52,295 / $21,885,907
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010044130NAL0007236529001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010044130NAL0007236529001, received 2025-10-10

Employer contributions per participant

$0

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

Source

= $0 / 93
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010044130NAL0007236529001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010044130NAL0007236529001, received 2025-10-10

Employer share of total contributions

0.0%

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

Source

= $0 / $307,150
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010044130NAL0007236529001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010044130NAL0007236529001, received 2025-10-10

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

Plan terms are described in Vitria Technology, Inc.'s SEC filings: Form 10-K filed 2006-03-31. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 3D IRS pre-approved plan · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010044130NAL0007236529001, received 2025-10-10

Full record, Vitria Technology, Inc. 401(k) Plan

FieldValueSource
Plan sponsorVITRIA TECHNOLOGY, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010044130NAL0007236529001, received 2025-10-10
Plan nameVITRIA TECHNOLOGY, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010044130NAL0007236529001, received 2025-10-10
Sponsor EIN / plan number77-0386311 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010044130NAL0007236529001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010044130NAL0007236529001, received 2025-10-10
Sponsor locationMENLO PARK, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010044130NAL0007236529001, received 2025-10-10
Industry (business code)511210, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010044130NAL0007236529001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010044130NAL0007236529001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010044130NAL0007236529001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010044130NAL0007236529001, received 2025-10-10
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010044130NAL0007236529001, received 2025-10-10
Participants, beginning of year106Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010044130NAL0007236529001, received 2025-10-10
Active participants17Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010044130NAL0007236529001, received 2025-10-10
Participants, end of year96Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010044130NAL0007236529001, received 2025-10-10
Participants with an account balance93Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010044130NAL0007236529001, received 2025-10-10
Total assets, beginning of year$18,581,269Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010044130NAL0007236529001, received 2025-10-10
Total assets, end of year$21,885,907Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010044130NAL0007236529001, received 2025-10-10
Net assets, end of year$21,885,907Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010044130NAL0007236529001, received 2025-10-10
Total income$4,295,313Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010044130NAL0007236529001, received 2025-10-10
Net income$3,304,638Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010044130NAL0007236529001, received 2025-10-10
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010044130NAL0007236529001, received 2025-10-10
Participant contributions$307,150Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010044130NAL0007236529001, received 2025-10-10
Other contributions (incl. rollovers)$0Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010044130NAL0007236529001, received 2025-10-10
Total contributions$307,150Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010044130NAL0007236529001, received 2025-10-10
Benefit payments$938,380Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010044130NAL0007236529001, received 2025-10-10
Total expenses (incl. benefit payments)$990,675Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010044130NAL0007236529001, received 2025-10-10
Total administrative expenses$52,295Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010044130NAL0007236529001, received 2025-10-10
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010044130NAL0007236529001, received 2025-10-10
Recordkeeping fees$22,295Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010044130NAL0007236529001, received 2025-10-10
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010044130NAL0007236529001, received 2025-10-10
Investment advisory and management fees$30,000Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010044130NAL0007236529001, received 2025-10-10
Administrative expenses excluding investment management$22,295derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010044130NAL0007236529001, received 2025-10-10
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010044130NAL0007236529001, received 2025-10-10
Held in common/collective trusts$221,157Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010044130NAL0007236529001, received 2025-10-10
Held in mutual funds$21,546,765Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010044130NAL0007236529001, received 2025-10-10
Independent auditorMILLER KAPLAN ARASESchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010044130NAL0007236529001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010044130NAL0007236529001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CONCURRENT INVESTMENT ADVISORS LLCADVISOR 27 Investment advisory (plan) $30,000no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 64 Recordkeeping fees; 65 Account maintenance fees $22,295yes

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 20251010044130NAL0007236529001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$18,581,269$21,885,90717.8%
Participants with a balance10193-7.9%
Administrative expenses$49,197$52,2956.3%
Recordkeeping fees per participant$190.07$239.7326.1%
Employer contributions$0$0

Prior filing 20241011164612NAL0012770643001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: VITRIA TECHNOLOGY, INC.; SEC registrant: VITRIA TECHNOLOGY INC (CIK 1050808, matched by EIN).