VITA PLANNING GROUP
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
38
Active participants
12,005
Total plan assets
$1.3B
Filings (rows)
38
Direct comp
$1.0M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant35
Other2
TPA / Administrator1
Top plans served
All 38 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY, CA | Advisor / Consultant CONSULTANT | 1,202 | $215.1M | $42K |
| COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY, CA | TPA / Administrator PLAN ADMINISTRATOR | 1,248 | $179.7M | $48K |
| INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 865 | $112.1M | $55K |
| O'REILLY MEDIA, INC. O'REILLY MEDIA, INC. 401(K) PLAN | SEBASTOPOL, CA | Advisor / Consultant INVESTMENT ADVISOR | 341 | $84.8M | $77K |
| INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 869 | $84.0M | $43K |
| O'REILLY MEDIA, INC. O'REILLY MEDIA, INC. 401(K) PLAN | SEBASTOPOL, CA | Advisor / Consultant INVESTMENT ADVISOR | 399 | $74.1M | $64K |
| INTEGRATION APPLIANCE, INC. INTEGRATION APPLIANCE, INC. 401(K) PLAN | PALO ALTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 780 | $64.3M | $39K |
| O'REILLY MEDIA, INC. O'REILLY MEDIA, INC. 401(K) PLAN | SEBASTOPOL, CA | Advisor / Consultant INVESTMENT ADVISOR | 391 | $61.3M | $65K |
| PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO, CA | Other NONE | 181 | $40.2M | $49K |
| PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO, CA | Other NONE | 191 | $34.8M | $43K |
| HERON THERAPEUTICS, INC. HERON THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 127 | $34.0M | $16K |
| HERON THERAPEUTICS, INC. HERON THERAPEUTICS, INC. 401(K) PLAN | CARY, NC | Advisor / Consultant INVESTMENT ADVISOR | 118 | $33.2M | $17K |
| HERON THERAPEUTICS, INC. HERON THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 202 | $31.4M | $17K |
| PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN | PALO ALTO, CA | Advisor / Consultant ADVISOR | 191 | $29.7M | $40K |
| PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 510 | $21.5M | $46K |
| PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 501 | $17.5M | $36K |
| TITLE 9 SPORTS, INC. TITLE 9 SPORTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | EMERYVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 189 | $15.4M | $27K |
| CEVA, INC. CEVA 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 34 | $14.8M | $14K |
| CEVA, INC. CEVA 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 30 | $14.3M | $14K |
| PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS, CA | Advisor / Consultant INVESTMENT ADVISOR | 480 | $13.4M | $31K |
| CEVA, INC. CEVA 401(K) PLAN | MOUNTAIN VIEW, CA | Advisor / Consultant INVESTMENT ADVISOR | 99 | $12.9M | $13K |
| TITLE 9 SPORTS, INC. TITLE 9 SPORTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | EMERYVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 192 | $12.9M | $24K |
| TITLE 9 SPORTS, INC. TITLE 9 SPORTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | EMERYVILLE, CA | Advisor / Consultant INVESTMENT ADVISOR | 174 | $11.2M | $23K |
| PSIQUANTUM CORP. PSIQUANTUM 401(K) PLAN | PALO ALTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 213 | $10.3M | $5K |
| COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 230 | $10.3M | $20K |
| LOS ALTOS GOLF & COUNTRY CLUB LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN | LOS ALTOS, CA | Advisor / Consultant INVESTMENT ADVISOR | 93 | $10.0M | $14K |
| LOS ALTOS GOLF & COUNTRY CLUB LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN | LOS ALTOS, CA | Advisor / Consultant INVESTMENT ADVISOR | 91 | $8.9M | $12K |
| MISSION BIO, INC. MISSION BIO, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 58 | $8.0M | $18K |
| LOS ALTOS GOLF & COUNTRY CLUB LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN | LOS ALTOS, CA | Advisor / Consultant INVESTMENT ADVISOR | 82 | $7.6M | $12K |
| COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 220 | $7.6M | $16K |
| OPTOMA TECHNOLOGY, INC. OPTOMA TECHNOLOGY, INC. 401(K) PLAN | FREMONT, CA | Advisor / Consultant INVESTMENT ADVISOR | 78 | $6.7M | $11K |
| MISSION BIO, INC. MISSION BIO, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 91 | $6.5M | $13K |
| COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 199 | $6.0M | $28 |
| OPTOMA TECHNOLOGY, INC. OPTOMA TECHNOLOGY, INC. 401(K) PLAN | FREMONT, CA | Advisor / Consultant INVESTMENT ADVISOR | 74 | $5.3M | $10K |
| MISSION BIO, INC. MISSION BIO, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 119 | $4.5M | $7K |
| EO PRODUCTS, LLC EO PRODUCTS, LLC 401(K) PLAN | SAN RAFAEL, CA | Advisor / Consultant INVESTMENT ADVISOR | 101 | $4.1M | $9K |
| EO PRODUCTS, LLC EO PRODUCTS, LLC 401(K) PLAN | SAN RAFAEL, CA | Advisor / Consultant INVESTMENT ADVISOR | 107 | $3.7M | $9K |
| ZYNGA INC. ZYNGA INC. 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 935 | $293K | $18K |