· 2022–2024 · DOL EFAST2
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Twleve Points Wealth Management
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
1
Active participants
745
Total plan assets
$17.3M
Filings (rows)
1
Direct comp
$27K
Indirect comp
$28
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Cohere Health, Inc.
Cohere Health, Inc. 401(k) Plan ·
all filings
BOSTON, MA
Advisor / Consultant
745
$17.3M
$27K
$28
Twleve Points Wealth Management — Form 5500 Service Provider Profile | Form 5500 Search