How big is Alta Capital Management, LLC's plan?

Alta Capital Management, LLC's plan reported $13.4M in assets and 21 participants for 2024.

Original filing (PDF)20250331155758NAL0005726865001

Alta Capital Management, LLC

Name: Alta Capital Management, LLC — Alta Capital, Form 5500 (2024)
Creator: Alta Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alta Capital Management, LLC Retirement Plan

401(k) retirement plan · Alta Capital Management, LLC's Alta Capital Management, LLC Retirement Plan held $13.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.3M

Plan identifiers

Alta Capital Management, LLC's EIN is 87-0542783.

EIN 87-0542783

Plan number 003

Plan year 2024

ACK ID 20250331155758NAL0005726865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alta Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alta Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off