How big is Meritage Portfolio Management Inc.'s plan?

Meritage Portfolio Management Inc.'s plan reported $6.5M in assets and 18 participants for 2024.

Original filing (PDF)20250611105726NAL0013903843001

Meritage Portfolio Management Inc.

Name: Meritage Portfolio Management Inc. — Form 5500 (2024)
Creator: Meritage Portfolio Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Meritage Portfolio Management Inc. held $6.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Deborah Eveans signed Meritage Portfolio Management Inc.'s 2024 Form 5500 as plan administrator.

Deborah Eveans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Meritage Portfolio Management Inc.'s EIN is 48-1100663.

EIN 48-1100663

Plan number 001

Plan year 2024

ACK ID 20250611105726NAL0013903843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meritage Portfolio Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meritage Portfolio Management Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERITAGE PORTFOLIO MANAGEMENT INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score