Page 17 - DCAC February 2025 Files

Balance 3,186,481 512,009 2,944,190 1,126,670 280 $ 7,769,630 Balance 6,669,196 1,100,434 7,769,630

Grand Totals # of Parts. $ 3,344 $ 254 $ 3,963 $ 1,723 1 $ 9,285 Grand Totals # of Parts. $ 3,726 $ 5,559 $ 9,285

Accounts with Balances Under $7,000 and Separated from Service

Balance 2,733,785 494,537 2,296,452 954,149 - $ 6,478,923 Balance 6,478,923 - $

> $1,000 < $7,000 # of Parts. $ 915 $ 137 $ 833 $ 332 0 $ 2,217 > $1,000 < $7,000 # of Parts. $ 2,217 0

San Mateo County 457 and 401(a) Plans

At December 31, 2024
Balance 452,696 17,472 647,738 172,521 280 $ 1,290,707 Balance 190,273 1,100,434

< $1,000 $ $ 117 $ $ 1 $ < $1,000 $ $

# 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