Karpus Investment Mgmt

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

2,393

Total plan assets

$1.2B

Filings (rows)

Direct comp

$582K

Indirect comp

Showing only "KARPUS INVESTMENT MGMT"

View all 7 variants aggregated →

KARPUS INVESTMENT MANAGEMENT37 KARPUS INVESTMENT MGMT6 KARPUS INVESTMENT MANAGERS3 KARPUS INVESTMENTS3 KARPUS INVESTMENT MANAGEMENTS3 KARPUS INVESTMENT3 KARPUS INVESTMENT MAGNAGEMENT2

SERVICES PROVIDED

Investment manager6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Associated Pension Fund Local 13 U.A. Local 13 Pension Fund · all filings	ROCHESTER, NY	Investment manager	582	$373.4M	$117K	$0
United Associated Pension Fund Local 13 U.A. Local 13 Pension Fund · all filings	ROCHESTER, NY	Investment manager	554	$360.0M	$171K	$0
United Associated Pension Fund Local 13 U.A. Local 13 Pension Fund · all filings	ROCHESTER, NY	Investment manager	554	$340.6M	$166K	$0
Roofers Local Union No. 22 Pension Board of Trustees Roofers Local Union No. 22 Pension Fund · all filings	ROCHESTER, NY	Investment manager	250	$29.9M	$44K	$0
Roofers Local Union No. 22 Pension Board of Trustees Roofers Local Union No. 22 Pension Fund · all filings	ROCHESTER, NY	Investment manager	237	$28.9M	$42K	$0
Roofers Local Union No. 22 Pension Board of Trustees Roofers Local Union No. 22 Pension Fund · all filings	ROCHESTER, NY	Investment manager	216	$27.1M	$41K	$0