Original filing (PDF)20250909161135NAL0012975987001

ALTA TRUST COMPANY

Name: ALTA TRUST COMPANY — ALTA TRUST SHORT TERM INVESTMENT FUND II, Form 5500 (2024)
Creator: ALTA TRUST COMPANY

Form 5500

FILING_RECEIVED

ALTA TRUST SHORT TERM INVESTMENT FUND II

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$598K

Net assets (EOY)

$597K

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
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

93-3254308

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

2024-02-22

Tax period

2024-12-31

Filed

2025-09-09

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $597K(100% 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.