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

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Spencer FANE LLP Spencer FANE Retirement Plan · all filings	KANSAS CITY, MO	Other service providers	910	$263.8M	$20K	$0
Spencer FANE LLP Spencer FANE Retirement Plan · all filings	KANSAS CITY, MO	Other service providers	707	$211.0M	$18K	$0
Spencer FANE LLP Spencer FANE Retirement Plan · all filings	KANSAS CITY, MO	Other service providers	608	$161.8M	$19K	$0