Twelve Points Wealth Mgt 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 Mgt LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $87,588 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$87,588
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$87,588
Filings
4
Plan sponsors
4
Plans
4
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 Mgt LLC
SponsorStatePlansReported compensation
Westview Nursing Care & Rehabilitation Center, Inc.CT1$24,050
Brand Networks, LLCNY1$23,240
Boston Va Research Institute, Inc.MA1$21,938
Formlabs, Inc.MA1$18,360

State footprint

Plans reporting Twelve Points Wealth Mgt LLC are sponsored in MA (2), CT (1), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Westview Nursing Care & Rehabilitation Center, Inc.Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan2023$24,050not reported in the loaded dataset
Brand Networks, LLCBrand Networks, LLC 401(K) Plan2023$23,240not reported in the loaded dataset
Boston Va Research Institute, Inc.Boston Va Research Institute, Inc. 403(B) Plan2023$21,938not reported in the loaded dataset
Formlabs, Inc.Formlabs Retirement Trust2023$18,360not reported in the loaded dataset

Related Form 5500 pages