Twelve Points Wealth Management 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 Management 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 $95,306 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $95,306
- Reported indirect compensation
- $0
- Total reported compensation
- $95,306
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| S.M. Lorusso & Sons, Inc. | MA | 1 | $35,501 |
| Raci Intermediate Holdings, LLC | MD | 1 | $23,295 |
| Rhi Services Co., Inc. | NY | 1 | $18,976 |
| Multi-Flow Industries LLC | PA | 1 | $17,534 |
State footprint
Plans reporting Twelve Points Wealth Management LLC are sponsored in MA (1), MD (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| S.M. Lorusso & Sons, Inc. | S.M. Lorusso & Sons, Inc. 401(K) Plan | 2023 | $35,501 | $0 |
| Raci Intermediate Holdings, LLC | Raci Intermediate Holdings, LLC 401(K) Plan | 2023 | $23,295 | not reported in the loaded dataset |
| Rhi Services Co., Inc. | Rhi Services Co. , Inc. 401(K) Plan | 2023 | $18,976 | not reported in the loaded dataset |
| Multi-Flow Industries LLC | Multi-Flow Industries LLC 401(K) Plan | 2023 | $17,534 | not reported in the loaded dataset |
Related Form 5500 pages
- S.M. Lorusso & Sons, Inc. 401(K) Plan (plan 001)
- S.M. Lorusso & Sons, Inc. — all reported plans
- Raci Intermediate Holdings, LLC 401(K) Plan (plan 001)
- Raci Intermediate Holdings, LLC — all reported plans
- Rhi Services Co. , Inc. 401(K) Plan (plan 001)
- Rhi Services Co., Inc. — all reported plans
- Multi-Flow Industries LLC 401(K) Plan (plan 001)
- Multi-Flow Industries LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources