What public Form 5500 filings show about the Karpus Management, Inc. 401(k) plan — and how to find and check your own account.
Karpus Management, Inc. (EIN 16-1290558) reports KARPUS MANAGEMENT, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $29.5M in plan assets across 38 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Karpus Management, Inc. filing — schedules, fees, and providers.
Karpus Management, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Karpus Management, Inc.HR for the recordkeeper’s name and login.
