How big is Destiny Wealth Partners, LLC.'s plan?

Destiny Wealth Partners, LLC.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250914224106NAL0001064224001

Destiny Wealth Partners, LLC.

Name: Destiny Wealth Partners, LLC. — Destiny Wealth, Form 5500 (2024)
Creator: Destiny Wealth Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Destiny Wealth Partners, LLC. Defined Benefit Pension Plan

Defined-benefit pension plan · Destiny Wealth Partners, LLC.'s Destiny Wealth Partners, LLC. Defined Benefit Pension Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Destiny Wealth Partners, LLC.'s EIN is 46-1340579.

EIN 46-1340579

Plan number 002

Plan year 2024

ACK ID 20250914224106NAL0001064224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Destiny Wealth Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Destiny Wealth Partners, LLC.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score