Page 13 - DCAC August 2024 Files

San Mateo County 457 and 401(a) Plans
Accounts with Balances Under $7,000 and Separated from Service
At June 30, 2024

< $1k > $1k < $5k > $5k < $7K Totals for all Ranges
Plan # Plan Name # of Parts. Balance # of Parts. Balance # of Parts. Balance # of Parts. Balance

776970-01 SMC 457 Plan 1,553 $ 318,963 583 $ 1,428,381 126 $ 748,895 2,262 $ 2,496,240
776970-02 SMC 401(a) Plan (Contract EEs) 38 $ 9,649 92 $ 256,787 35 $ 209,064 165 $ 475,500
776970-03 SMC 457 OBRA 1,586 $ 545,751 697 $ 1,640,247 98 $ 582,633 2,381 $ 2,768,630
776970-04 SMC 401(a) OBRA 332 $ 122,510 292 $ 710,314 40 $ 231,662 664 $ 1,064,486

776970-05 SMC 401(a) Money Purchase 0 $ - 0 $ - 0 $ - 0 $ -
Grand Totals: 3,509 $ 996,873 1,664 $ 4,035,729 299 $ 1,772,254 5,472 $ 6,804,856