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  1. Companies/
  2. Meritage Portfolio Management Inc.

Filings through Oct 24, 2026.

Meritage Portfolio Management Inc.

EIN 48-1100663-investment management-Latest filing 2025
Plans
1
Retirement
1
$8.6M assets
Health & Benefits
0
Participants
22
7500 COLLEGE BLVD, SUITE 1212 - OVERLAND PARK, KS 662104035913-345-7000meritageportfolio.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$8.6M - 22 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MERITAGE PORTFOLIO MANAGEMENT INC.

401(k)

Assets$8.6M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MERITAGE PORTFOLIO MANAGEMENT INC.401(k)$8.6M222025
  • MERITAGE PORTFOLIO MANAGEMENT INC.$8.6M
    #001 · 401(k) · 202522
Retirement plans
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