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  2. DESTINY WEALTH PARTNERS, LLC.
Sponsor portfolio

DESTINY WEALTH PARTNERS, LLC.

EIN 46-1340579-financial services-Latest filing 2025
Plans
3
Retirement
3
$8.6M assets
Welfare
0
Participants
53
2100 LAKE EUSTIS DR - TAVARES, FL 32778352-343-2700ruggiewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$4.3M - 26 part#002TraditionalDB-$3.2M - 8 part#003ProfitSharing-$1.1M - 19 part

Retirement portfolio analytics

3 plans aggregated / $8.6M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#001)50%
  • DEFINED BENEFIT PENSION (#002)37%
  • PROFIT SHARING PLAN (#003)13%
Total $8.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)26
  • PROFIT SHARING PLAN (#003)19
  • DEFINED BENEFIT PENSION (#002)8
Total 53Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$4.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.3M262025
002DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLANTraditionalDB$3.2M82025
003DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLANProfitSharing$1.1M192025
Retirement plans
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