Page 14 - DCAC November 2024 Files

Accounts with Balances Under $7,000 and Separated from Service
San Mateo County 457 and 401(a) Plans
At September 30, 2024 Totals for all Ranges > $5k < $7K > $1k < $5k Balance # of Parts. Balance # of Parts. Balance # of Parts. 2,606,334 $ 2,367 733,095 $ 122 1,543,747 $ 618 486,207 $ 172 196,536 $ 33 278,658 $ 100 2,881,383 $ 2,579 561,105 $ 95 1,707,608 $ 731 1,055,759 $ 653 226,695 $ 39 708,834 $ 291 - $

< $1k Balance 329,491 $ 11,013 $ 39 612,670 $ 120,230 $ 323 $ 0 1,073,405 $
# of Parts. 1,627 1,753 3,742

SMC 401(a) Plan (Contract EEs) SMC 401(a) Money Purchase Grand Totals:

Plan Name SMC 457 Plan SMC 457 OBRA SMC 401(a) OBRA

Plan # 776970-01 776970-02 776970-03 776970-04 776970-05