Twelve Points Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Twelve Points Wealth Management is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $71,717 and reported indirect compensation totals $30.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Twelve Points Wealth Management. Bars show relative scale.
- 1
- 2
State footprint
Where Twelve Points Wealth Management appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1MA2 plan(s)
City footprint
Cities where plans reporting Twelve Points Wealth Management are sponsored, by plan count.
- 1Boston, MA1 plan(s)
- 2Cambridge, MA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Cambridge Mobile Telematics, Inc., MA · Direct $49.8K · Indirect $0 · 2023
- 2
Frequently asked questions
- What does Form 5500 Schedule C report about Twelve Points Wealth Management?
- Public Form 5500 Schedule C filings report compensation paid to Twelve Points Wealth Management as a plan service provider. Across loaded filings, total reported compensation is $71,747.
- How many plans report Twelve Points Wealth Management as a service provider?
- Twelve Points Wealth Management appears on 2 loaded plan(s) across 2 sponsor(s).