What public Form 5500 filings show about the Meritage Portfolio Management Inc. 401(k) plan — and how to find and check your own account.
Meritage Portfolio Management Inc. (EIN 48-1100663) reports MERITAGE PORTFOLIO MANAGEMENT INC. on its most recent Form 5500, with $6.5M in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Meritage Portfolio Management Inc. filing — schedules, fees, and providers.
Meritage Portfolio Management Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Meritage Portfolio Management Inc.HR for the recordkeeper’s name and login.
