Twelve Points Wealth Mgmt LLC — 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 Mgmt LLC 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 $28,245 and reported indirect compensation totals $22,921.
Reported compensation summary
- Reported direct compensation
- $28,245
- Reported indirect compensation
- $22,921
- Total reported compensation
- $51,166
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Uphams Corner Health Committee, Inc. | MA | 1 | $28,245 |
| Callahan, Inc. | MA | 1 | $22,921 |
State footprint
Plans reporting Twelve Points Wealth Mgmt LLC are sponsored in MA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Uphams Corner Health Committee, Inc. | Uphams Corner Health Committee, Inc. 403(B) Retirement Plan | 2023 | $28,245 | not reported in the loaded dataset |
| Callahan, Inc. | The Callahan Companies 401(K) Savings Plan | 2023 | $0 | $22,921 |