Kdv Wealth Management, LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kdv Wealth Management, LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $233,389 and reported indirect compensation totals $18,963.

Reported compensation summary

Reported direct compensation
$233,389
Reported indirect compensation
$18,963
Total reported compensation
$252,352
Filings
9
Plan sponsors
9
Plans
9
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Kdv Wealth Management, LLC
SponsorStatePlansReported compensation
Cuningham Group Architecture, Inc.MN1$54,226
Design Electric, Inc.MN1$35,480
Weis Builders, Inc.MN1$34,000
Freebird Desert Mountain Company, LLCAZ1$25,905
Frank N. Magid Associates, IncMN1$23,656
Felling Trailers, Inc.MN1$22,054
Frm Socks LLCIA1$21,136
Tarian Group, LLCCO1$18,963
S. J. Louis Construction, IncMN1$16,932

State footprint

Plans reporting Kdv Wealth Management, LLC are sponsored in MN (6), AZ (1), CO (1), IA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cuningham Group Architecture, Inc.Cuningham Group Architecture, Inc. Retirement Savings Plan2023$54,226not reported in the loaded dataset
Design Electric, Inc.Design Electric, Inc. 401(K) Retirement Plan2023$35,480not reported in the loaded dataset
Weis Builders, Inc.Weis Builders, Inc. Profit Sharing Plan And Trust2023$34,000not reported in the loaded dataset
Freebird Desert Mountain Company, LLCPella Windows & Doors Mountain West 401(K) Retirement Savings Plan2023$25,905not reported in the loaded dataset
Frank N. Magid Associates, IncFrank N. Magid Associates, Inc. 401(K) Profit Sharing Plan2023$23,656not reported in the loaded dataset
Felling Trailers, Inc.Felling Trailers, Inc. 401(K) Plan2023$22,054$0
Frm Socks LLCFox River Mills 401(K) Plan2023$21,136not reported in the loaded dataset
Tarian Group, LLCTarian 401k Plan2023$0$18,963
S. J. Louis Construction, IncS.J. Louis Construction, Inc. Retirement Savings Plan2023$16,932not reported in the loaded dataset

Related Form 5500 pages