Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Twelve Points Wealth Management LLC
Twelve Points Wealth Management LLC
- Service provider, as named on Schedule C
- EIN 465061538
- Plan year 2024
- Direct compensation reported $656,840
Assets of those plans
$515,911,907
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$656,840
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 20 |
| 50 | Direct payment from the plan | 4 |
| 70 | Consulting fees | 4 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| ATN International 401(k) Plan | ATN International | $77,591,686 | 726 | $7,945 |
| Candela 401(k) Plan | Candela | $67,804,051 | 628 | $51,021 |
| Twelve Points Pooled Employer Plan | Pension Specialists | $49,832,350 | 811 | $84,580 |
| Clearview Healthcare Partners Retirement Savings Plan | Clearview Healthcare Partners | $45,110,734 | 692 | $40,601 |
| Cambridge Mobile Telematics 401(k) Plan | Cambridge Mobile Telematics | $44,364,567 | 444 | $55,718 |
| Vista Higher Learning, Inc. 401(k) Plan | Vista Higher Learning | $27,524,553 | 224 | $25,000 |
| S.M. Lorusso & Sons, Inc. 401(k) Planrecordkeeper | Lorusso S M & Sons | $25,531,122 | 175 | $40,283 |
| The Callahan Companies 401(k) Savings Plan | Callahan | $25,202,115 | 304 | $2,824 |
| Formlabs Retirement Trust | Formlabs | $17,848,321 | 321 | $27,263 |
| Cohere Health, Inc. 401(k) Plan | Cohere Health | $17,335,171 | 793 | $49,831 |
| Formax 401(k) Pension Plan and Trust | Formax | $14,998,891 | 118 | $7,238 |
| RHI Services Co. , Inc. 401(k) Plan | RHI Services | $14,934,803 | 243 | $28,238 |
| Immuta, Inc. 401(k) Plan | Immuta | $14,512,041 | 191 | $33,344 |
| Lakeside Software 401(k) Plan | Lakeside Software | $13,142,473 | 153 | $13,683 |
| Demiurge Studios Inc. 401(k) and Profit Sharing Plan | Demiurge Studios | $12,054,751 | 120 | $27,359 |
| Jellyfish 401(k) Plan | Orthogonal Networks Inc. (D/B/A Jellyfish) | $11,188,680 | 248 | $26,022 |
| DGI Communications, LLC Retirement Plan | DGI Communications | $10,558,965 | 125 | $12,152 |
| Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan | Westview Nursing Care & Rehabilitation Center | $8,742,557 | 127 | $28,204 |
| Raci Intermediate Holdings, LLC 401(k) Planrecordkeeper | Raci Intermediate Holdings | $7,066,927 | 198 | $24,582 |
| Work'n Gear 401(k) Savings Plan | Work'n Gear | $5,552,459 | 170 | $14,685 |
| Xceedance, Inc. 401(k) Retirement Savings Plan | Xceedance | $5,014,690 | 119 | $11,795 |
| Energy Federation, Inc. Savings Plan | Energy Federation | $0 | 0 | $20,702 |
| Cogito Corporation, Inc. 401(k) Retirement Plan | Cogito | $0 | 0 | $23,770 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.