MERITAGE PORTFOLIO MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,225

Total plan assets

$636.6M

Filings (rows)

Direct comp

$57K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN	KANSAS CITY, MO	Other NONE	910	$263.8M	$20K
SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN	KANSAS CITY, MO	Other NONE	707	$211.0M	$18K
SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN	KANSAS CITY, MO