Vitria Technology, Inc. 401(k) Plan
Sponsored by Vitria Technology, Inc. · EIN 770386311 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 17
- With balances
- 93
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $22,295 |