Original filing (PDF)20250425142608NAL0005540563001

DESTINY WEALTH PARTNERS LLC

Name: DESTINY WEALTH PARTNERS LLC — DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DESTINY WEALTH PARTNERS LLC

Form 5500

FILING_RECEIVED

DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DESTINY WEALTH PARTNERS LLC

EIN

46-1340579all filings

Address

2100 LAKE EUSTIS DR · TAVARES, FL · 327782064

Phone

(352) 343-2700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
RWM GROWTH EDGE ALTA TRUST · EIN 47-1234720 / PN 154	Common Collective Trust	$0	—
RWM MODERATE EDGE ALTA TRUST · EIN 47-1221466 / PN 153	Common Collective Trust	$0	—
RWM CONSERVATIVE EDGE ALTA TRUST · EIN 47-1211303 / PN 152	Common Collective Trust	$0	—

1–3 of 3

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