How big is Destiny Financial Group, Inc.'s plan?

Destiny Financial Group, Inc.'s plan reported $276K in assets and 2 participants for 2024.

Original filing (PDF)20251010101529NAL0004495459001

Destiny Financial Group, Inc.

Name: Destiny Financial Group, Inc. — Destiny Financial, Form 5500 (2024)
Creator: Destiny Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Destiny Financial Group 401(k) Plan

401(k) retirement plan · Destiny Financial Group, Inc.'s Destiny Financial Group 401(k) Plan held $276K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

Destiny Financial Group, Inc.'s EIN is 13-4304854.

EIN 13-4304854

Plan number 001

Plan year 2024

ACK ID 20251010101529NAL0004495459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Destiny Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Destiny Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DESTINY FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score