CARRET ASSET 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

Active participants

952

Total plan assets

$249.5M

Filings (rows)

Direct comp

$236K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF TRUSTEES LOCAL 475 PENSION PLAN LOCAL 475 PENSION PLAN	PELHAM, NY	Advisor / Consultant INVESTMENT MANAGER	314	$88.2M	$92K
BOARD OF TRUSTEES LOCAL 475 PENSION PLAN LOCAL 475 PENSION PLAN	PELHAM, NY	Advisor / Consultant INVESTMENT MANAGER	333	$83.0M	$93K
BOARD OF TRUSTEES LOCAL 475 PENSION PLAN