Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $347,338 |
KDV WEALTH MANAGEMENT, LLC3 years Filed as: BERGANKDV WEALTH MANAGEMENT, LLC Service code 28 · EIN 20-8172864 | Investment Management | $30,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 28 · EIN 43-1270780 | Investment Management | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,161 | $103,482-68.0% | $169,368-80.4% | $103,482-68.0% |
| Participation rate | 94.8% | 73.3%+21.6pp | 77.1%+17.7pp | 73.3%+21.6pp |
| Annual return | 41.53% | 33.11%+8.4pp | 405.60%-364.1pp | 33.11%+8.4pp |
| Employer contribution / active EE | $1,296 | $3,208-59.6% | $4,013-67.7% | $3,208-59.6% |
| Participant deferral / active EE | $4,013 | $5,207-22.9% | $6,221-35.5% | $5,207-22.9% |
| Admin fee / account holder | $50 | $114-56.0% | $9,003-99.4% | $114-56.0% |