Civic Intelligence

Alta Trust Company

Plan context: Lafayette Advisors U.S. Bond Fund

EIN 46-5085031 • Sioux Falls, SD • 11 filings • 2 plans

101 S Main AveSte 310Sioux Falls, SD 57104
Current Snapshot

Latest Year

2024

2024 Participants

0

2024 Assets

$583,904

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,032,773$516,387$0201420192023YearValue
$583,904Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Lafayette Advisors U.S. Bond Fund-----
202310$583,904$0-
Lafayette Advisors U.S. Bond Fund--$583,904--
202210$613,934$0-
Lafayette Advisors U.S. Bond Fund--$613,934--
202110$765,953$0-
Lafayette Advisors U.S. Bond Fund--$765,953--
202010$1,032,773$0-
Lafayette Advisors U.S. Bond Fund--$1,032,773--
201910$976,743$0-
Lafayette Advisors U.S. Bond Fund--$976,743--
201810$879,934$0-
Lafayette Advisors U.S. Bond Fund--$879,934--
201710$800,133$0-
Lafayette Advisors U.S. Bond Fund--$800,133--
201610$1,022,816$0-
Lafayette Advisors U.S. Bond Fund--$1,022,816--
201510$465,140$0-
Lafayette Advisors U.S. Bond Fund--$465,140--
201410$319,671$0-
Lafayette Advisors U.S. Bond Fund--$319,671--