Form 5500 Search

ALTA CAPITAL 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
13
Active participants
12,795
Total plan assets
$1.5B
Filings (rows)
13
Direct comp
$1.7M
Indirect comp
$0

SERVICES PROVIDED

Other13

Top plans served

All 13 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,181$263.3M$181K
UTAH SHEET METAL PENSION TRUST
UTAH SHEET METAL PENSION TRUST
MURRAY, UT
Other
NONE OTHER THAN CONTRACT
855$249.4M$255K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,186$244.7M$226K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,097$214.3M$209K
UTAH SHEET METAL PENSION TRUST
UTAH SHEET METAL PENSION TRUST
MURRAY, UT
Other
NONE OTHER THAN CONTRACT
757$204.2M$229K
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUST
ILWU (HAWAII) EMPLOYERS GENERAL PENSION PLAN
HONOLULU, HI
Other
NONE
1,972$90.7M$33K
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUST
ILWU (HAWAII) EMPLOYERS GENERAL PENSION PLAN
HONOLULU, HI
Other
NONE
1,434$85.6M$82K
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUST
ILWU (HAWAII) EMPLOYERS GENERAL PENSION PLAN
HONOLULU, HI
Other
NONE
1,502$76.4M$96K
IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND
IBEW LOCAL UNION 354 INTERMOUNTAIN CHAPTER NECA RETIREMENT BENEFIT FUND
LAS VEGAS, NV
Other
89$25.1M$118K
UTAH SHEET METAL WELFARE FUND
UTAH SHEET METAL WELFARE TRUST FUND
MURRAY, UT
Other
NONE OTHER THAN CONTRACT
1,344$22.9M$24K
IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND
IBEW LOCAL UNION 354 INTERMOUNTAIN CHAPTER NECA RETIREMENT BENEFIT FUND
LAS VEGAS, NV
Other
75$22.6M$100K
UTAH SHEET METAL WELFARE FUND
UTAH SHEET METAL WELFARE TRUST FUND
MURRAY, UT
Other
NONE OTHER THAN CONTRACT
1,224$20.4M$19K
IBEW LOCAL UNION 354 AND INTERMOUN NECA RETIREMENT BENEFIT FUND
IBEW LOCAL UNION 354 INTERMOUNTAIN CHAPTER NECA RETIREMENT BENEFIT FUND
SALT LAKE CITY, UT
Other
79$18.2M$89K