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Original filing (PDF)20251010044130NAL0007236529001
VITRIA TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
VITRIA TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
17
Accounts w/ balance
93
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Advisor Technology Fund Mutual Fund" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITRIA TECHNOLOGY, INC..
Plan sponsor
Name
VITRIA TECHNOLOGY, INC.
EIN
77-0386311
Address
101 JEFFERSON DRIVE · FL 1 · MENLO PARK, CA · 94025
Phone
(650) 460-8600
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $30K | — |
Investments
26 direct securities · 1 pooled fund· $21.5M(98% 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
$21.3M
26 holdings
Common Collective Trust
$221K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Technology Fund Mutual Fund | — | — | — | $6.6M | 29.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.2M | 19.4% | |
| JPM Large Cap Growth Fund Mutual Fund | — | — | — | $1.9M | 8.6% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $1.4M | 6.5% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $1.1M | 5.0% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $1.0M | 4.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $952K | 4.4% | |
| Fidelity Advisor Freedom 2020 Fund Mutual Fund | — | — | — | $578K | 2.6% | |
| JPM Small Cap Value Fund Mutual Fund | — | — | — | $458K | 2.1% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $393K | 1.8% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $391K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $345K | 1.6% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $296K | 1.4% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $249K | 1.1% | |
| JPM Small Cap Growth Fund Mutual Fund | — | — | — | $245K | 1.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $221K | 1.0% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $186K | 0.8% | |
| Fidelity Advisor Focus Emerging Markets Fund Mutual Fund | — | — | — | $167K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $143K | 0.7% | |
| Fidelity Advisor Capital & Income Z Mutual Fund | — | — | — | $130K | 0.6% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $117K | 0.5% | |
| Fidelity Advisor Government Income Fund Mutual Fund | — | — | — | $89K | 0.4% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $87K | 0.4% | |
| Fidelity Advisor Freedom 2015 Fund Mutual Fund | — | — | — | $84K | 0.4% | |
| Fidelity Advisor Freedom Income Fund Mutual Fund | — | — | — | $83K | 0.4% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $40K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund | — | — | — | $24K | 0.1% |