How big is Alta Trust Company's plan?

Alta Trust Company's plan reported $23.1M in assets for 2024.

Original filing (PDF)20250909135253NAL0012623987001

Alta Trust Company

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

Form 5500

FILING_RECEIVED

Beese Fulmer Quality Equity Fund

Employee benefit plan · Alta Trust Company's Beese Fulmer Quality Equity Fund reported $23.1M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

Plan identifiers

Alta Trust Company's EIN is 93-4188586.

EIN 93-4188586

Plan number 001

Plan year 2024

ACK ID 20250909135253NAL0012623987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alta Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 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

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.

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

2024

Plan year begin

2024-01-11

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· $1.2M(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.