Twelve Points Wealth Management Ll — 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 Ll is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $127,247 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$127,247
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$127,247
Filings
5
Plan sponsors
5
Plans
5
Latest filing year
2023

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.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Twelve Points Wealth Management Ll
SponsorStatePlansReported compensation
Candela CorporationMA1$41,421
Clearview Healthcare PartnersMA1$28,091
Vista Higher Learning, Inc.MA1$25,000
The Energy Federation, Inc.MA1$20,109
Work'N Gear LLCMA1$12,626

State footprint

Plans reporting Twelve Points Wealth Management Ll are sponsored in MA (5).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Candela CorporationCandela 401(K) Plan2023$41,421not reported in the loaded dataset
Clearview Healthcare PartnersClearview Healthcare Partners Retirement Savings Plan2023$28,091not reported in the loaded dataset
Vista Higher Learning, Inc.Vista Higher Learning, Inc. 401(K) Plan2023$25,000not reported in the loaded dataset
The Energy Federation, Inc.Energy Federation, Inc. Savings Plan2023$20,109not reported in the loaded dataset
Work'N Gear LLCWork'N Gear 401(K) Savings Plan2023$12,626not reported in the loaded dataset

Related Form 5500 pages