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Original filing (PDF)20250915175730NAL0001243793001
ALTA TRUST COMPANY
Form 5500
FILING_RECEIVED
DYNAMIC ENSEMBLE CONSERVATIVE FUND
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
3 collective trusts
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)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTA TRUST COMPANY.
Plan sponsor
Name
ALTA TRUST COMPANY
EIN
99-4354677
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
2024-10-07
Tax period
2024-12-31
Filed
2025-09-15
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 pooled funds· $1.6M(47% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH CORE BOND R1 GREAT GREY · EIN 82-1986152 / PN 325 | Common Collective Trust | $578K | 17.6% |
| DYNAMIC ENSEMBLE LARGE CAP CL 3 ALTA TRUST · EIN 99-4354943 / PN 001 | Common Collective Trust | $567K | 17.2% |
| ALTA TRUST SHORT TERM INVESTMENT ALTA TRUST · EIN 92-0398350 / PN 001 | Common Collective Trust | $412K | 12.5% |
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