Original filing (PDF)20251014102742NAL0005420290002

Alta Trust Company

Name: Alta Trust Company — Morris & Wells Equity, Form 5500 (2024)
Creator: Alta Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Morris & Wells Equity Collective Fund

Employee benefit plan · Alta Trust Company's Morris & Wells Equity Collective Fund reported $245K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

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

Top-tier plan health

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

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

ALTA TRUST COMPANY

EIN

82-1594472all 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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12K(5% 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.