KDV WEALTH MANAGEMENT
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
22
Active participants
13,202
Total plan assets
$351.2M
Filings (rows)
22
Direct comp
$542K
Indirect comp
$105K
SERVICES PROVIDED
Advisor / Consultant22
Top plans served
All 22 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CUNINGHAM GROUP ARCHITECTURE, INC. CUNINGHAM GROUP ARCHITECTURE, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 281 | $44.6M | $54K |
| CUNINGHAM GROUP ARCHITECTURE, INC. CUNINGHAM GROUP ARCHITECTURE, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 271 | $37.5M | $65K |
| WEIS BUILDERS, INC. WEIS BUILDERS, INC. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 265 | $33.2M | $34K |
| FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 103 | $23.3M | $24K |
| FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 120 | $22.2M | $34K |
| DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. 401(K) RETIREMENT PLAN | ST. CLOUD, MN | Advisor / Consultant INVESTMENT ADVISOR | 133 | $21.4M | $35K |
| DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. 401(K) RETIREMENT PLAN | ST CLOUD, MN | Advisor / Consultant INVESTMENT ADVISOR | 122 | $19.1M | $44K |
| FRM SOCKS LLC FOX RIVER MILLS 401(K) PLAN | OSAGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 151 | $15.7M | $21K |
| FRM SOCKS LLC FOX RIVER MILLS 401(K) PLAN | OSAGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 204 | $13.7M | $43K |
| S.J. LOUIS CONSTRUCTION, INC. S.J. LOUIS CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | ROCKVILLE, MN | Advisor / Consultant INVESTMENT ADVISORY | 370 | $13.2M | $0 |
| FELLING TRAILERS, INC. FELLING TRAILERS, INC. 401(K) PLAN | SAUK CENTRE, MN | Advisor / Consultant INVESTMENT ADVISOR | 313 | $12.9M | — |
| S. J. LOUIS CONSTRUCTION, INC S.J. LOUIS CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | COLD SPRING, MN | Advisor / Consultant INVESTMENT ADVISOR | 425 | $12.8M | $17K |
| FELLING TRAILERS, INC. FELLING TRAILERS, INC. 401(K) PLAN | SAUK CENTRE, MN | Advisor / Consultant INVESTMENT ADVISOR | 345 | $11.2M | $22K |
| FREEBIRD DESERT MOUNTAIN COMPANY, LLC PELLA WINDOWS & DOORS MOUNTAIN WEST 401(K) RETIREMENT SAVINGS PLAN | GILBERT, AZ | Advisor / Consultant INVESTMENT ADVISOR | 146 | $9.6M | $26K |
| DISTINCTIVE FLORAL CO. DBA LEN BUSCH ROSES LEN BUSCH ROSES 401(K) RETIREMENT PLAN | PLYMOUTH, MN | Advisor / Consultant INVESTMENT ADVISOR, OTHE | 235 | $9.1M | $17K |
| TARIAN GROUP, LLC TARIAN 401K PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 4,665 | $9.0M | $0 |
| FELLING TRAILERS, INC. FELLING TRAILERS, INC. 401(K) PLAN | SAUK CENTRE, MN | Advisor / Consultant INVESTMENT ADVISOR | 299 | $9.0M | $33K |
| DALLAS-PWD, LLC DFW / WEST TEXAS 401(K) | GRAPEVINE, TX | Advisor / Consultant INVESTMENT ADVISOR | 266 | $9.0M | $23K |
| TARIAN GROUP, LLC HSS INC. 401(K) RETIREMENT SAVINGS PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISORY | 4,101 | $8.4M | $0 |
| DISTINCTIVE FLORAL CO. DBA LEN BUSCH ROSES LEN BUSCH ROSES 401(K) RETIREMENT PLAN | PLYMOUTH, MN | Advisor / Consultant INVESTMENT ADVISOR | 210 | $8.2M | $26K |
| FREEBIRD DESERT MOUNTAIN COMPANY LLC PELLA WINDOWS & DOORS MOUNTAIN WEST 401(K) RETIREMENT SAVINGS PLAN | GILBERT, AZ | Advisor / Consultant INVESTMENT ADVISOR | 177 | $8.1M | $24K |
| COMPASS ELECTRONICS GROUP, LLC COMPASS ELECTRONICS SOLUTIONS 401(K) PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISORY | 0 | $5 | $0 |