BerganKDV Ltd.

Employee Benefit Plan Auditor

St. Cloud, MN

About BerganKDV Ltd.

<p>Audit and assurance work is a core part of BerganKDV Ltd., along with tax and business consulting services. The firm works with small and middle-market companies, entrepreneurs, and successful individuals on accounting and advisory needs.</p> <p>Based in St. Cloud in central Minnesota, BerganKDV supports clients across the St. Cloud area and the wider Minneapolis–Saint Paul region. Its work spans tax compliance and planning, audit and assurance, business advisory, and consulting services that tie back to day-to-day finance and reporting requirements.</p> <p>For employers that sponsor retirement plans, the firm fits within the broader network of <a href="/retirement-plans">retirement plan providers</a>, with audit and assurance capabilities that can support plan reporting and oversight. What sets the firm apart is the mix of accounting, tax, and technology services under one roof, which can help organizations keep financial and compliance work coordinated.</p> <ul> <li>Audit and assurance services</li> <li>Tax compliance and planning</li> <li>Business advisory</li> <li>Consulting and technology support</li> </ul>

Website: https://www.bergankdv.com

Office Locations

  • St. Cloud, MN

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 74
  • Total AUM Audited: $1.8B
  • 401(k): 74 plans, $1.8B AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
BANNER ENGINEERING CORP. PROFIT SHARING RETIREMENT SAVINGS PLAN AND TRUSTBANNER ENGINEERING CORP, MN$192M1,005
COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLANCOLD SPRING GRANITE COMPANY, MN$139M869
METRO SALES, INC. EMPLOYEE PROFIT SHARING PLANMETRO SALES, INC., MN$97M312
J-BERD MECHANICAL CONTRACTORS, INC. 401(K) PLANJ-BERD MECHANICAL CONTRACTORS, INC., MN$87M736
METRO SALES, INC. EMPLOYEE STOCK OWNERSHIP PLANMETRO SALES, INC., MN$85M284
ZELLE LLP PROFIT SHARING/401(K) PLANZELLE LLP, MN$69M95
CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLANCRYSTAL CABINET WORKS, INC., MN$64M470
BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLANBROWN WINICK LAW FIRM, IA$63M168
CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLANCENTRAL SPECIALTIES, INC., MN$55M407
RUFFALO NOEL LEVITZ 401(K) PLANRUFFALO NOEL LEVITZ, IA$55M350
SUPER RADIATOR COILS 401(K) PLANSUPER RADIATOR COILS LIMITED PARTNERSHIP, MN$54M553
SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLANSPEE DEE DELIVERY SERVICE, INC., MN$53M1,141
CROELL, INC. 401(K) PLANCROELL, INC., IA$51M1,053
UNITED WAY OF CENTRAL IA RETIREMENT PLANUNITED WAY OF CENTRAL IOWA, IA$50M108
GERTENS FAMILY OF BUSINESSES RETIREMENT PLANGERTEN GREENHOUSES & GARDEN CENTER, INC., MN$47M284
CODE42 401(K) RETIREMENT PLANCODE 42 SOFTWARE, INC., MN$44M166
NAHAN PRINTING, INC. PROFIT SHARING & 401(K) PLANNAHAN PRINTING, INC., MN$42M380
SALO, LLC 401(K) PLANSALO, LLC, MN$38M856
YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLANYOUNG PLUMBING & HEATING CO., IA$37M119
PRECO INC PROFIT SHARING/401(K) SAVINGS PLANPRECO, LLC, KS$36M206

Showing top 20 of 81 plans serviced in 2024.

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