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

Active participants

12,005

Total plan assets

$1.3B

Filings (rows)

Direct comp

$1.0M

Indirect comp

SERVICES PROVIDED

Advisor / Consultant35

Other service providers2

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Coupa Software, Inc. Coupa Software, Inc. Retirement Trust · all filings	FOSTER CITY, CA	Advisor / Consultant	1,202	$215.1M	$42K	$0
Coupa Software, Inc. Coupa Software, Inc. Retirement Trust · all filings	FOSTER CITY, CA	TPA / Administrator	1,248	$179.7M	$48K	$0
Integration Appliance, Inc. DBA Intapp Intapp 401(k) Plan · all filings	PALO ALTO, CA	Advisor / Consultant	865	$112.1M	$55K	$0
O'REILLY Media, Inc. O'REILLY Media, Inc. 401(k) Plan · all filings	SEBASTOPOL, CA	Advisor / Consultant	341	$84.8M	$77K	$0
Integration Appliance, Inc. DBA Intapp Intapp 401(k) Plan · all filings	PALO ALTO, CA	Advisor / Consultant	869	$84.0M	$43K	$0
O'REILLY Media, Inc. O'REILLY Media, Inc. 401(k) Plan · all filings	SEBASTOPOL, CA	Advisor / Consultant	399	$74.1M	$64K	$0
Integration Appliance, Inc. Integration Appliance, Inc. 401(k) Plan · all filings	PALO ALTO, CA	Advisor / Consultant	780	$64.3M	$39K	$0
O'REILLY Media, Inc. O'REILLY Media, Inc. 401(k) Plan · all filings	SEBASTOPOL, CA	Advisor / Consultant	391	$61.3M	$65K	$0
PALO ALTO Veterans Institute for Research Pavir Retirement Plan · all filings	PALO ALTO, CA	Other service providers	181	$40.2M	$49K	$0
PALO ALTO Veterans Institute for Research Pavir Retirement Plan · all filings	PALO ALTO, CA	Other service providers	191	$34.8M	$43K	$0
Heron Therapeutics, Inc. Heron Therapeutics, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	127	$34.0M	$16K	$0
Heron Therapeutics, Inc. Heron Therapeutics, Inc. 401(k) Plan · all filings	CARY, NC	Advisor / Consultant	118	$33.2M	$17K	$0
Heron Therapeutics, Inc. Heron Therapeutics, Inc. 401(k) Plan · all filings	SAN DIEGO, CA	Advisor / Consultant	202	$31.4M	$17K	$0
PALO ALTO Veterans Institute for Research Pavir Retirement Plan · all filings	PALO ALTO, CA	Advisor / Consultant	191	$29.7M	$40K	$0
Patra Corporation Patra Corporation 401(k) Profit Sharing Plan and Trust · all filings	EL DORADO HILLS, CA	Advisor / Consultant	510	$21.5M	$46K	$0
Patra Corporation Patra Corporation 401(k) Profit Sharing Plan and Trust · all filings	EL DORADO HILLS, CA	Advisor / Consultant	501	$17.5M	$36K	$0
Title 9 Sports, Inc. Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust · all filings	EMERYVILLE, CA	Advisor / Consultant	189	$15.4M	$27K	$0
CEVA, Inc. CEVA 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Advisor / Consultant	34	$14.8M	$14K	$0
CEVA, Inc. CEVA 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Advisor / Consultant	30	$14.3M	$14K	$0
Patra Corporation Patra Corporation 401(k) Profit Sharing Plan and Trust · all filings	EL DORADO HILLS, CA	Advisor / Consultant	480	$13.4M	$31K	$0
CEVA, Inc. CEVA 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Advisor / Consultant	99	$12.9M	$13K	$0
Title 9 Sports, Inc. Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust · all filings	EMERYVILLE, CA	Advisor / Consultant	192	$12.9M	$24K	$0
Title 9 Sports, Inc. Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust · all filings	EMERYVILLE, CA	Advisor / Consultant	174	$11.2M	$23K	$0
Psiquantum Corp. Psiquantum 401(k) Plan · all filings	PALO ALTO, CA	Advisor / Consultant	213	$10.3M	$5K	$0
College Track College Track 401(k) · all filings	OAKLAND, CA	Advisor / Consultant	230	$10.3M	$20K	$0

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