# Destiny Management Services Ll 401(k) Plan
Source: https://planprovider.pro/companies/destiny-management-servicesllc-401k-plan

> Destiny Management Services Ll's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Destiny Management Services Ll

- **Sponsor EIN:** 522150915

- **Sponsor Address:** 12510 PROSPERITY DR STE 180, SILVER SPRING, MD, 209041695

- **Plan Type:** 401(k)

- **Total Participants:** 184

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|184|$1.1M|$0|$198,717|

| 2023|126|$1.1M|$0|$156,229|

| 2022|86|$795,218|$0|$132,082|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PAYCHEX, INC.|RECORDKEEPER|$6,618|—|$6,618|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,618

- **Estimated Expense Ratio:** 0.581% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$15,436|$5,873|$9,563|—|—|

| 2023|$10,710|$3,113|$7,597|—|—|

| 2022|$6,671|—|$6,671|—|—|

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