TWELVE POINTS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
67
Active participants
15,155
Total plan assets
$1.3B
Filings (rows)
67
Direct comp
$1.7M
Indirect comp
$49K
Aggregating 6 name variants under "TWELVE POINTS"
SERVICES PROVIDED
Advisor / Consultant37
Other28
Broker2
Top plans served
All 67 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ATN INTERNATIONAL, INC. ATN INTERNATIONAL 401(K) PLAN | BEVERLY, MA | Advisor / Consultant INVESTMENT ADVISOR | 435 | $77.6M | $8K |
| CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH, MA | Advisor / Consultant ADVISOR | 373 | $67.8M | $51K |
| THE WINSOR SCHOOL WINSOR SCHOOL 403B PLAN | BOSTON, MA | Other NONE | 136 | $66.4M | $25K |
| CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH, MA | Advisor / Consultant ADVISOR | 411 | $60.7M | $41K |
| THE WINSOR SCHOOL WINSOR SCHOOL 403B PLAN | BOSTON, MA | Other NONE | 126 | $59.0M | $20K |
| THE WINSOR SCHOOL WINSOR SCHOOL 403B PLAN | BOSTON, MA | Other NONE | 135 | $53.4M | $18K |
| NEWPORT GROUP, INC. TWELVE POINTS POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 1,164 | $49.8M | $85K |
| CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH, MA | Advisor / Consultant ADVISOR | 423 | $47.0M | $6K |
| CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON, MA | Advisor / Consultant ADVISOR | 425 | $45.1M | $41K |
| CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE, MA | Advisor / Consultant INVESTMENT ADVISORY | 325 | $44.4M | $56K |
| CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON, MA | Advisor / Consultant ADVISOR/INVESTMENT ADV | 346 | $35.2M | $28K |
| CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE, MA | Advisor / Consultant INVESTMENT ADVISORY | 318 | $34.4M | $50K |
| VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 198 | $27.5M | $25K |
| UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 502 | $27.3M | $38K |
| KELVIN GROUP CO KELVIN GROUP 401(K) PLAN | WILMINGTON, MA | Other NONE | 342 | $27.1M | $56K |
| S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE, MA | Other INVESTMENT/FINANCIAL ADVI | 130 | $25.5M | $40K |
| CALLAHAN, INC. THE CALLAHAN COMPANIES 401(K) SAVINGS PLAN | BRIDGEWATER, MA | Advisor / Consultant ADVISOR,SERVICE PROVIDER | 192 | $25.2M | $3K |
| UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 508 | $24.3M | $28K |
| CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE, MA | Advisor / Consultant INVESTMENT ADVISORY | 358 | $23.9M | $32K |
| S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE, MA | Other INVESTMENT/FINANCIAL ADVI | 122 | $23.5M | $36K |
| VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 189 | $22.1M | $25K |
| CALLAHAN, INC. THE CALLAHAN COMPANIES 401(K) SAVINGS PLAN | BRIDGEWATER, MA | Other SERVICE PROVIDER | 188 | $21.4M | $0 |
| S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE, MA | Other INVESTMENT/FINANCIAL ADVI | 118 | $19.8M | $36K |
| UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTE, INC. 403(B) RETIREMENT PLAN | DORCHESTER, MA | Advisor / Consultant INVESTMENT ADVISOR | 498 | $19.8M | $21K |
| FORMLABS, INC. FORMLABS RETIREMENT TRUST | SOMERVILLE, MA | Other NONE | 388 | $17.8M | $27K |
| VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 176 | $17.6M | $25K |
| COHERE HEALTH, INC COHERE HEALTH, INC. 401(K) PLAN | BOSTON, MA | Other NONE | 745 | $17.3M | $23K |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON, MA | Advisor / Consultant FINANCIAL ADVISOR | 98 | $16.7M | $32K |
| FORMAX, LLC FORMAX 401(K) PENSION PLAN AND TRUST | DOVER, NH | Advisor / Consultant ADVISOR | 81 | $15.0M | $7K |
| RHI SERVICES CO., INC. RHI SERVICES CO. , INC. 401(K) PLAN | NEW YORK, NY | Other NONE | 46 | $14.9M | $28K |
| IMMUTA, INC. IMMUTA, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 163 | $14.5M | $33K |
| FORMLABS, INC. FORMLABS RETIREMENT TRUST | SOMERVILLE, MA | Other NONE | 480 | $14.4M | $18K |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON, MA | Advisor / Consultant FINANCIAL ADVISOR | 97 | $14.3M | $31K |
| RHI SERVICES CO., INC. RHI SERVICES CO. , INC. 401(K) PLAN | NEW YORK, NY | Other NONE | 200 | $14.0M | $19K |
| LAKESIDE SOFTWARE, LLC LAKESIDE SOFTWARE 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 131 | $13.1M | $14K |
| THE BEMENT SCHOOL BEMENT SCHOOL DEFINED CONTRIBUTION 403(B) PLAN | DEERFIELD, MA | Other SERVICE PROVIDER | 74 | $12.7M | $26K |
| DEMIURGE STUDIOS INC. DEMIURGE STUDIOS INC. 401K AND PROFIT SHARING PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 91 | $12.1M | $27K |
| COSTAS PROVISIONS CORPORATION COSTAS PROVISIONS 401(K) & PROFIT SHARING PLAN | BOSTON, MA | Broker BROKER | 123 | $11.7M | $22K |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON, MA | Advisor / Consultant FINANCIAL ADVISOR | 93 | $11.5M | $28K |
| ORTHOGONAL NETWORKS, INC. (D/B/A JELLYFISH) JELLYFISH 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 224 | $11.2M | $26K |
| COHERE HEALTH, INC COHERE HEALTH, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISORY | 720 | $11.1M | $22K |
| DGI COMMUNICATIONS, LLC DGI COMMUNICATIONS, LLC RETIREMENT PLAN | BILLERICA, MA | Other RETAINED BY EMPLOYER | 95 | $10.6M | $12K |
| FORMLABS, INC. FORMLABS RETIREMENT TRUST | SOMERVILLE, MA | Other NONE | 507 | $8.9M | $15K |
| WESTVIEW NURSING CARE & REHABILITATION CENTER, INC. WESTVIEW NURSING CARE & REHABILITATION CENTER, INC. SAVINGS & RETIREMENT PLAN | DAYVILLE, CT | Other NONE | 192 | $8.5M | $24K |
| BOSTON VA RESEARCH INSTITUTE, INC. BOSTON VA RESEARCH INSTITUTE, INC. 403(B) PLAN | BOSTON, MA | Other NONE | 76 | $8.1M | $25K |
| RACI INTERMEDIATE HOLDINGS, LLC RACI INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | UPPER MARLBORO, MD | Other INVESTMENT/FINANCIAL ADV | 172 | $7.7M | $23K |
| MULTI-FLOW INDUSTRIES LLC MULTI-FLOW INDUSTRIES LLC 401(K) PLAN | HUNTINGDON VALLEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 196 | $7.6M | $21K |
| RACI INTERMEDIATE HOLDINGS, LLC RACI INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | UPPER MARLBORO, MD | Other INVESTMENT/FINANCIAL ADV | 143 | $7.1M | $25K |
| BOSTON VA RESEARCH INSTITUTE, INC. BOSTON VA RESEARCH INSTITUTE, INC. 403(B) PLAN | BOSTON, MA | Other NONE | 64 | $7.0M | $22K |
| THE ENERGY FEDERATION, INC. ENERGY FEDERATION, INC. SAVINGS PLAN | MARLBOROUGH, MA | Advisor / Consultant ADVISOR | 92 | $6.8M | $22K |
| MULTI-FLOW INDUSTRIES LLC MULTI-FLOW INDUSTRIES LLC 401(K) PLAN | HUNTINGDON VALLEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 181 | $6.7M | $18K |
| RACI INTERMEDIATE HOLDINGS, LLC RACI INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | UPPER MARLBORO, MD | Other INVESTMENT/FINANCIAL ADV | 204 | $6.6M | $28K |
| THE ENERGY FEDERATION, INC. ENERGY FEDERATION, INC. SAVINGS PLAN | MARLBOROUGH, MA | Advisor / Consultant ADVISOR | 43 | $6.4M | $20K |
| WESTVIEW NURSING CARE & REHABILITATION CENTER, INC. WESTVIEW NURSING CARE & REHABILITATION CENTER, INC. SAVINGS & RETIREMENT PLAN | DAYVILLE, CT | Other NONE | 168 | $6.4M | $20K |
| BOSTON VA RESEARCH INSTITUTE, INC. BOSTON VA RESEARCH INSTITUTE, INC. 403(B) PLAN | BOSTON, MA | Other NONE | 59 | $6.0M | $22K |
| WORK'N GEAR LLC WORK'N GEAR 401(K) SAVINGS PLAN | BRAINTREE, MA | Advisor / Consultant ADVISOR | 175 | $5.6M | $15K |
| MULTI-FLOW INDUSTRIES LLC MULTI-FLOW INDUSTRIES LLC 401(K) PLAN | HUNTINGDON VALLEY, PA | Advisor / Consultant INVESTMENT ADVISOR | 171 | $5.5M | $14K |
| XCEEDANCE, INC. XCEEDANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | WORCESTER, MA | Other RETAINED BY PLAN SPONSOR | 216 | $5.0M | $12K |
| BRAND NETWORKS, LLC BRAND NETWORKS, LLC 401(K) PLAN | ROCHESTER, NY | Other NONE | 70 | $4.9M | $22K |
| WORK'N GEAR LLC WORK'N GEAR 401(K) SAVINGS PLAN | QUINCY, MA | Advisor / Consultant ADVISOR | 139 | $4.8M | $13K |
| WORK'N GEAR LLC WORK'N GEAR 401(K) SAVINGS PLAN | QUINCY, MA | Advisor / Consultant ADVISOR | 147 | $4.0M | $13K |
| RES-TECH CORPORATION RES-TECH CORPORATION 401(K) & PROFIT SHARING PLAN | HUDSON, MA | Advisor / Consultant ADVISOR | 153 | $1.8M | $9K |
| BRAND NETWORKS, LLC BRAND NETWORKS, LLC 401(K) PLAN | ROCHESTER, NY | Other NONE | 0 | $49K | $23K |
| IORA HEALTH, INC. IORA HEALTH, INC. 401(K) PLAN | BOSTON, MA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $12K |
| COSTAS PROVISIONS CORPORATION COSTAS PROVISIONS 401(K) & PROFIT SHARING PLAN | BOSTON, MA | Broker BROKER | 0 | $0 | $32K |
| COGITO CORPORATION, INC. COGITO CORPORATION, INC. 401(K) RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant ADVISOR/INVESTMENT ADV | 0 | $0 | $24K |
| THE ENERGY FEDERATION, INC. ENERGY FEDERATION, INC. SAVINGS PLAN | MARLBOROUGH, MA | Advisor / Consultant ADVISOR | 0 | $0 | $21K |