Page 16 - DCAC February 2025 Files

Accounts with Balances Under $7,000 and Separated from Service
San Mateo County 457 and 401(a) Plans
At December 31, 2024
< $1,000 Grand Totals > $1,000 < $7,000 Balance # of Parts. Balance # of Parts. Balance 3,186,481 $ 3,344 2,733,785 $ 915 452,696 $ 512,009 $ 254 494,537 $ 137 17,472 $ 117 2,944,190 $ 3,963 2,296,452 $ 833 647,738 $ 1,126,670 $ 1,723 954,149 $ 332 172,521 $ 280 $ 1 - $ 0 280 $ 1 7,769,630 $ 9,285 6,478,923 $ 2,217 1,290,707 $ Grand Totals > $1,000 < $7,000 < $1,000 Balance # of Parts. Balance # of Parts. Balance 6,669,196 $ 3,72
# of Parts. 2,429 3,130 1,391 7,068 # of Parts. 1,509 5,559

SMC 401(a) Plan (Contract EEs)
SMC 401(a) Money Purchase
Grand Totals: Outcome - Rollover or Cash Out Rollover to an Empower IRA: Grand Totals: Rollovers to Empower IRA are in purple

Plan Name SMC 457 Plan SMC 457 OBRA SMC 401(a) OBRA Cash out to participant: Cash outs are in green

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