Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$4.3M
Filings through .
Destiny Wealth Partners, LLC.
EIN 46-1340579financial servicesLatest filing 2025
Plans
3
Retirement
3
$8.7M assets
Health & Benefits
0
Participants
53
2100 LAKE EUSTIS DR - TAVARES, FL 32778352-343-2700ruggiewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.7M assets / 53 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$4.3M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$3.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$1.1M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $4.3M | 26 | 2025 |
| #002 | DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $3.3M | 8 | 2025 |
| #003 | DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN | Profit-sharing | $1.1M | 19 | 2025 |
- #001 · 401(k) · 202526
- #002 · Traditional DB · 20258
- #003 · Profit-sharing · 202519
Retirement plans