Karpus Investment Managements

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

1,098

Total plan assets

$312.8M

Filings (rows)

Direct comp

$221K

Indirect comp

Showing only "KARPUS INVESTMENT MANAGEMENTS"

View all 7 variants aggregated →

KARPUS INVESTMENT MANAGEMENT41 KARPUS INVESTMENT MGMT6 KARPUS INVESTMENT4 KARPUS INVESTMENT MANAGERS3 KARPUS INVESTMENTS3 KARPUS INVESTMENT MANAGEMENTS3 KARPUS INVESTMENT MAGNAGEMENT2

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	381	$108.8M	$102K	$0
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	362	$104.2M	$60K	$0
Sheet Metal Workers Pension Fund 46 Sheet Metal Workers' Local 46 Pension Fund · all filings	ROCHESTER, NY	Advisor / Consultant	355	$99.8M	$59K	$0