KARPUS INVESTMENTS

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

787

Total plan assets

$25.7M

Filings (rows)

Direct comp

$167K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND	ROCHESTER, NY	Advisor / Consultant INVESTMENT ADVISOR	260	$9.5M	$59K
ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND	ROCHESTER, NY	Advisor / Consultant INVESTMENT ADVISOR	263	$8.7M	$56K