Page 13 - DCAC September 2025 Files

Balance 1,898,517 305,121 19,252 2,185,041 694,901 127,156 285 $ 5,230,272 Balance 4,287,518 146,693 796,061 5,230,272
Grand Totals $ $ 148 $ 12 $ $ 583 $ 142 1 $ Grand Totals $ $ 155 $ $

# of Parts. 2,392 2,291 - 5,569 # of Parts. 1,945 3,510 5,610

Accounts with Balances Under $7,000 and Separated from Service
> $1,000 < $7,000 Balance # of Parts. 1,571,949 $ 554 294,392 $ 88 17,624 $ 5 1,715,548 $ 619 611,700 $ 208 105,889 $ 35 0 4,317,102 $ 1,509 > $1,000 < $7,000 Balance # of Parts. 4,193,589 $ 1,469 123,513 $ 40 - $ 0 4,317,102 $ 1,509

San Mateo County 457 and 401(a) Plans

Balance 326,568 10,729 1,628 469,493 83,200 21,267 285 $ 913,170 Balance 93,929 23,180 796,061 913,170

< $1,000 $ $ 60 $ 7 $ $ 375 $ 107 1 $ < $1,000 $ 435 $ 115 $ $
# of Parts. 1,838 1,672 4,060 # of Parts. 3,510 4,060

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

Plan Name SMC 457 Plan SMC 457 OBRA SMC 401(a) OBRA SMC 401(a) OBRA Cash outs are in green

401(a) plans NRA and older

Plan # 776970-01 776970-02 776970-02 776970-03 776970-04 776970-04 776970-05 Plan # All plans 457(b) plans