Page 56 - DCAC September 2025 Files
P. 56

Advisory services                                                                                                                                       As of 6/30/2025








                                                                                                                                                             Overview

                                                                                                                                                             The number of participants and
                                                                                                                                                             the participant assets are based
                                                                                                                                                             on all actively employed and
                                                                                                                                                             separated from service plan
                                                                                                                                          41.67%             participants that are using the
                                                                                                                                                             managed account service. When
                                                                                                                                          12.32%             applicable, any outstanding loan
                                                                                                                                                             amounts are not included as
                                                                                                                                                             part of the assets.
                                                                                                                                          46.74%


                                                                                                                                          13.77%






                            600                                                                                                        $80M
                                                                                                                                       $60M
                            400
                                                                                                                                       $40M
                            200
                                                                                                                                       $20M
                              0                                                                                                        $0M
                                       9/30/2024                12/31/2024                3/31/2025                6/30/2025
                                          396                      452                       509                      561
                                      $39,713,172              $44,873,538               $48,135,764              $58,273,507





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