Page 58 - DCAC February 2025 Files
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Advisory services                                                                                                                                                                                                                  As of 12/31/2024













                                                                                                                                                                                                                                           Overview


                                                                                                                                                                                                                                           The number of participants and
                                                                                                                                                                                                                                           the participant assets are based

                                                                                                                                                                                                                                           on all actively employed and
                                                                                                                                                                                                                                           separated from service plan

                                                                                                                                                                                                                80.8%                      participants that are using the
                                                                                                                                                                                                                                           managed account service. When

                                                                                                                                                                                                                22.0%                      applicable, any outstanding loan
                                                                                                                                                                                                                                           amounts are not included as

                                                                                                                                                                                                                                           part of the assets.
                                                                                                                                                                                                                58.4%



                                                                                                                                                                                                                13.0%










                                         600                                                                                                                                                              $60M



                                         400                                                                                                                                                              $40M



                                         200                                                                                                                                                              $20M


                                            0                                                                                                                                                             $0M
                                                            3/31/2024                            6/30/2024                             9/30/2024                            12/31/2024

                                                                250                                   330                                   396                                  452
                                                          $28,322,695                           $32,041,612                           $39,713,172                          $44,873,538









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