Page 57 - DCAC September 2025 Files
P. 57

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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