How big is Meritage Wealth Management LLC's plan?

Meritage Wealth Management LLC's plan reported $515K in assets and 2 participants for 2025.

Original filing (PDF)20260427152855NAL0004899603001

Meritage Wealth Management LLC

Name: Meritage Wealth Management LLC — Meritage Wealth, Form 5500 (2025)
Creator: Meritage Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meritage Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Meritage Wealth Management LLC's Meritage Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $515K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

LISA Kulhavi signed Meritage Wealth Management LLC's 2025 Form 5500 as plan administrator.

LISA Kulhavi — 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 Wealth Management LLC's EIN is 82-3906366.

EIN 82-3906366

Plan number 001

Plan year 2025

ACK ID 20260427152855NAL0004899603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Meritage Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Meritage Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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