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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Rochester Area Construction and Materials Teamsters Annuity Fund Rochester Area Construction and Materials Teamsters Annuity Fund · all filings	ROCHESTER, NY	Advisor / Consultant	260	$9.5M	$59K	$0
Rochester Area Construction and Materials Teamsters Annuity Fund Rochester Area Construction and Materials Teamsters Annuity Fund · all filings	ROCHESTER, NY	Advisor / Consultant	263	$8.7M	$56K	$0
Rochester Area Construction and Materials Teamsters Annuity Fund Rochester Area Construction and Materials Teamsters Annuity Fund · all filings	ROCHESTER, NY	Advisor / Consultant	264	$7.5M	$52K	$0