Original filing (PDF)20250915181951NAL0003548562001

ALTA TRUST COMPANY

Name: ALTA TRUST COMPANY — DYNAMIC ENSEMBLE MODERATE FUND, Form 5500 (2024)
Creator: ALTA TRUST COMPANY

Form 5500

FILING_RECEIVED

DYNAMIC ENSEMBLE MODERATE FUND

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

How this plan invests

This plan

2 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

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

Below-peer total plan cost (93rd percentile).
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

99-4354783

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

2024-12-19

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 reported

Investments

2 pooled funds· $37K(45% 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.

			% of plan
DYNAMIC ENSEMBLE LARGE CL 3 ALTA TRUST · EIN 99-4354943 / PN 001	Common Collective Trust	$33K	39.6%
FLEXPATH CORE BOND R1 GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325	Common Collective Trust	$4K	5.0%