Karpus Investment Managers

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

379

Total plan assets

$28.1M

Filings (rows)

Direct comp

$157K

Indirect comp

Showing only "KARPUS INVESTMENT MANAGERS"

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

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Health & Welfare Fund of Roofers Local N Health & Welfare Fund of Roofers Local No. 22 · all filings	ROCHESTER, NY	Investment manager	119	$10.7M	$53K	$0
Health & Welfare Fund of Roofers Local N Health & Welfare Fund of Roofers Local No. 22 · all filings	ROCHESTER, NY	Investment manager	143	$9.3M	$49K	$0
Health & Welfare Fund of Roofers Local N Health & Welfare Fund of Roofers Local No. 22 · all filings	ROCHESTER, NY	Investment manager	117	$8.2M	$56K	$0