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ALTA CAPITAL MANAGEMENT, LLC

EIN 87-0542783-investment management-Latest filing 2025
Plans
1
Retirement
1
$16.0M assets
Welfare
0
Participants
21
6440 SOUTH WASATCH BLVD. SUITE 260 - SALT LAKE CITY, UT 84121801-274-6010altacapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#003ProfitSharing-$16.0M - 21 part

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Retirement#003

ALTA CAPITAL MANAGEMENT, LLC RETIREMENT PLAN

ProfitSharing

Assets$16.0M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ALTA CAPITAL MANAGEMENT, LLC RETIREMENT PLANProfitSharing$16.0M212025
Retirement plans
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