Form 5500 Search

ALPINE TRUST & ASSET MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
1,296
Total plan assets
$56.9M
Filings (rows)
3
Direct comp
$241K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HOPEWEST
HOPEWEST 403(B) PLAN
GRAND JUNCTION, CO
Other
NONE
442$21.3M$80K
HOPEWEST
HOPEWEST 403(B) PLAN
GRAND JUNCTION, CO
Other
NONE
430$18.5M$81K
HOPEWEST
HOPEWEST 403(B) PLAN
GRAND JUNCTION, CO
Other
NONE
424$17.1M$81K