Resources Diversified Fixed Income — Form 5500 plan (Alta Trust Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Resources Diversified Fixed Income is a benefit plan reported by Alta Trust Company under EIN 83-2064950 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $193,063,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alta Trust Company
EIN
83-2064950
Plan number
001
Plan type
4
Location
Sioux Falls, SD
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$193,063,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241009134535NAL0019365777006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,063,000
Total liabilities (EOY)
$83,382
Net assets (EOY)
$192,979,618
Net assets (BOY)
$227,394,134

Income & contributions

Total income / additions
$11,602,348

Expenses & distributions

Administrative expenses
$176,784
Total expenses
$176,784
Net increase / (decrease)
$11,425,564

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages