Vita Planning Group LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vita Planning Group LLC is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $348,754 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $348,754
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $348,754
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| O'Reilly Media, Inc. | CA | 1 | $64,272 |
| Coupa Software, Inc. | CA | 1 | $48,091 |
| Integration Appliance, Inc. Dba Intapp | CA | 1 | $43,454 |
| Palo Alto Veterans Institute For Research | CA | 1 | $43,037 |
| Patra Corporation | CA | 1 | $35,521 |
| Title 9 Sports, Inc. | CA | 1 | $23,742 |
| Heron Therapeutics, Inc. | CA | 1 | $16,138 |
| College Track | CA | 1 | $15,825 |
| Ceva, Inc. | CA | 1 | $13,994 |
| Mission Bio, Inc. | CA | 1 | $12,500 |
State footprint
Plans reporting Vita Planning Group LLC are sponsored in CA (13).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| O'Reilly Media, Inc. | O'Reilly Media, Inc. 401(K) Plan | 2023 | $64,272 | not reported in the loaded dataset |
| Coupa Software, Inc. | Coupa Software, Inc. Retirement Trust | 2023 | $48,091 | not reported in the loaded dataset |
| Integration Appliance, Inc. Dba Intapp | Intapp 401(K) Plan | 2023 | $43,454 | not reported in the loaded dataset |
| Palo Alto Veterans Institute For Research | Pavir Retirement Plan | 2023 | $43,037 | not reported in the loaded dataset |
| Patra Corporation | Patra Corporation 401(K) Profit Sharing Plan And Trust | 2023 | $35,521 | not reported in the loaded dataset |
| Title 9 Sports, Inc. | Title 9 Sports, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $23,742 | not reported in the loaded dataset |
| Heron Therapeutics, Inc. | Heron Therapeutics, Inc. 401(K) Plan | 2023 | $16,138 | not reported in the loaded dataset |
| College Track | College Track 401(K) | 2023 | $15,825 | not reported in the loaded dataset |
| Ceva, Inc. | Ceva 401(K) Plan | 2023 | $13,994 | not reported in the loaded dataset |
| Mission Bio, Inc. | Mission Bio, Inc. Retirement Trust | 2023 | $12,500 | not reported in the loaded dataset |
| Los Altos Golf & Country Club | Los Altos Golf & Country Club 401(K) Plan | 2023 | $11,928 | not reported in the loaded dataset |
| Optoma Technology, Inc. | Optoma Technology, Inc. 401(K) Plan | 2023 | $11,238 | not reported in the loaded dataset |
| Eo Products, LLC | Eo Products, LLC 401(K) Plan | 2023 | $9,014 | not reported in the loaded dataset |
Related Form 5500 pages
- O'Reilly Media, Inc. 401(K) Plan (plan 001)
- O'Reilly Media, Inc. — all reported plans
- Coupa Software, Inc. Retirement Trust (plan 001)
- Coupa Software, Inc. — all reported plans
- Intapp 401(K) Plan (plan 001)
- Integration Appliance, Inc. Dba Intapp — all reported plans
- Pavir Retirement Plan (plan 001)
- Palo Alto Veterans Institute For Research — all reported plans
- Patra Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Patra Corporation — all reported plans
- Title 9 Sports, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Title 9 Sports, Inc. — all reported plans
- Heron Therapeutics, Inc. 401(K) Plan (plan 001)
- Heron Therapeutics, Inc. — all reported plans
- College Track 401(K) (plan 001)
- College Track — all reported plans
- Ceva 401(K) Plan (plan 001)
- Ceva, Inc. — all reported plans
- Mission Bio, Inc. Retirement Trust (plan 001)
- Mission Bio, Inc. — all reported plans
- Los Altos Golf & Country Club 401(K) Plan (plan 001)
- Los Altos Golf & Country Club — all reported plans
- Optoma Technology, Inc. 401(K) Plan (plan 001)
- Optoma Technology, Inc. — all reported plans
- Eo Products, LLC 401(K) Plan (plan 001)
- Eo Products, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources