Plan Snapshot
- Plan Sponsor: Destiny Wealth Partners LLC
- Sponsor EIN: 461340579
- Sponsor Address: 2100 LAKE EUSTIS DR, TAVARES, FL, 327782064
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 21 | $3.5M | $90,385 | $143,787 |
| 2023 | 23 | $3.6M | $83,878 | $159,079 |
| 2022 | 19 | $3.3M | $79,087 | $172,234 |