Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Twelve Points Wealth Management LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Twelve Points Wealth Management LLC is named as a service provider on the Schedule C of 27 retirement plans with 100 or more participants for plan year 2024, covering 10,212 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $805K. Per plan, the median was $90.70 per participant, with the middle half of plans between $60.28 and $122. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Massachusetts (21), Maryland (1) and New York (1).
In 2019 it appeared on 12 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $60.28 | $90.70 | $122 |
| Compensation as a share of plan net assets | 0.11% | 0.17% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Twelve Points Pooled Employer Plan | Newport Group, Inc. | CA | 1,347 | $49.8M | $85K |
| Cohere Health, Inc. 401(k) Plan | Cohere Health, Inc. | MA | 842 | $17.3M | $50K |
| Uphams Corner Health Committee, Inc. 403(b) Retirement Plan | Uphams Corner Health Committee, Inc. | MA | 799 | $27.3M | $38K |
| Atn International 401(k) Plan | Atn International, Inc. | MA | 756 | $77.6M | $7,945 |
| Clearview Healthcare Partners Retirement Savings Plan | Clearview Healthcare Partners | MA | 742 | $45.1M | $41K |
| Candela 401(k) Plan | Candela Corporation | MA | 644 | $67.8M | $51K |
| Formlabs Retirement Trust | Formlabs, Inc. | MA | 516 | $17.8M | $27K |
| Cambridge Mobile Telematics 401(k) Plan | Cambridge Mobile Telematics, Inc. | MA | 455 | $44.4M | $56K |
| Winsor School 403(b) Plan | The Winsor School | MA | 386 | $66.4M | $25K |
| The Callahan Companies 401(k) Savings Plan | Callahan, Inc. | MA | 315 | $25.2M | $29K |
| Jellyfish 401(k) Plan | Orthogonal Networks, Inc. (d/b/a Jellyfish) | MA | 260 | $11.2M | $26K |
| Vista Higher Learning, Inc. 401(k) Plan | Vista Higher Learning, Inc. | MA | 258 | $27.5M | $25K |
| Work'n Gear 401(k) Savings Plan | Work'n Gear LLC | MA | 250 | $5.6M | $15K |
| Rhi Services Co. , Inc. 401(k) Plan | Rhi Services Co., Inc. | NY | 243 | $14.9M | $28K |
| Immuta, Inc. 401(k) Plan | Immuta, Inc. | MA | 232 | $14.5M | $33K |
| Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan | Westview Nursing Care & Rehabilitation Center, Inc. | CT | 231 | $8.7M | $28K |
| Multi-Flow Industries LLC 401(k) Plan | Multi-Flow Industries LLC | PA | 230 | $7.6M | $21K |
| Xceedance, Inc. 401(k) Retirement Savings Plan | Xceedance, Inc. | MA | 224 | $5.0M | $12K |
| New England Historic Genealogical Society Defined Contribution Plan | New England Historic Genealogical Society | MA | 209 | $16.7M | $32K |
| Raci Intermediate Holdings, LLC 401(k) Plan | Raci Intermediate Holdings, LLC | MD | 205 | $7.1M | $25K |
| S.M. Lorusso & Sons, Inc. 401(k) Plan | S.M. Lorusso & Sons, Inc. | MA | 178 | $25.5M | $40K |
| Lakeside Software 401(k) Plan | Lakeside Software, LLC | MA | 173 | $13.1M | $14K |
| Bement School Defined Contribution 403(b) Plan | The Bement School | MA | 161 | $12.7M | $26K |
| Boston Va Research Institute, Inc. 403(b) Plan | Boston Va Research Institute, Inc. | MA | 152 | $8.1M | $25K |
| Dgi Communications, LLC Retirement Plan | Dgi Communications, LLC | MA | 152 | $10.6M | $12K |
| Demiurge Studios Inc. 401(k) and Profit Sharing Plan | Demiurge Studios Inc. | MA | 134 | $12.1M | $27K |
| Formax 401(k) Pension Plan and Trust | Formax, LLC | NH | 118 | $15.0M | $7,238 |
Questions and answers
How many plans does Twelve Points Wealth Management LLC serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Twelve Points Wealth Management LLC?
The median plan reported $90.70 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.17% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (22 plans), Recordkeeping and information management (2 plans), Trustee (bank, trust company, or similar financial institution) (2 plans) and Other services (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.