How big is Meritage Wealth, Inc.'s plan?

Meritage Wealth, Inc.'s plan reported $548K in assets and 4 participants for 2025.

Original filing (PDF)20260331124334NAL0000044145001

Meritage Wealth, Inc.

Name: Meritage Wealth, Inc. — Meritage Wealth, Inc. 401(k), Form 5500 (2025)
Creator: Meritage Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meritage Wealth, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Meritage Wealth, Inc.'s Meritage Wealth, Inc. 401(k) Profit Sharing Plan held $548K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

People on this filing

Francis X. Pisano signed Meritage Wealth, Inc.'s 2025 Form 5500 as plan administrator.

Francis X. Pisano — 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, Inc.'s EIN is 87-1469447.

EIN 87-1469447

Plan number 001

Plan year 2025

ACK ID 20260331124334NAL0000044145001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Meritage Wealth, 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 WEALTH, 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