How big is Alta Trust Company's plan?

Alta Trust Company's plan reported $2.1M in assets for 2023.

Original filing (PDF)20250905143028NAL0028972288001

Alta Trust Company

Name: Alta Trust Company — Martin & Company Small Cap, Form 5500 (2023)
Creator: Alta Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Martin & Company Small Cap Value Fund

Employee benefit plan · Alta Trust Company's Martin & Company Small Cap Value Fund reported $2.1M in plan assets in 2023.

Signals · 1

Late filing · 9.6 mo

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

Plan identifiers

Alta Trust Company's EIN is 81-1932352.

EIN 81-1932352

Plan number 001

Plan year 2023

ACK ID 20250905143028NAL0028972288001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alta Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA TRUST COMPANY.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 9.6 months past the 10.5-month grace window.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ALTA TRUST COMPANY

EIN

all filings

Address

3500 S PHILLIPS AVE. · STE. 201 · SIOUX FALLS, SD · 57105

Phone

(303) 996-3781

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-09-05

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $41K(2% 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.