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 (2025)
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BANNER ENGINEERING CORP. PROFIT SHARING RETIREMENT SAVINGS PLAN AND TRUST | BANNER ENGINEERING CORP, MN | $192M | 1,005 |
| COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN | COLD SPRING GRANITE COMPANY, MN | $139M | 869 |
| METRO SALES, INC. EMPLOYEE PROFIT SHARING PLAN | METRO SALES, INC., MN | $97M | 312 |
| J-BERD MECHANICAL CONTRACTORS, INC. 401(K) PLAN | J-BERD MECHANICAL CONTRACTORS, INC., MN | $87M | 736 |
| METRO SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | METRO SALES, INC., MN | $85M | 284 |
| 401(k) Retirement Plan | Healthcare Sponsor, MN | $69M | 95 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MN | $64M | 470 |
| 401(k) Retirement Plan | Professional Services Sponsor, IA | $64M | 390 |
| 401(k) Retirement Plan | Technology Sponsor, IA | $63M | 168 |
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