Plan Snapshot
- Plan Sponsor: The J. Paul Getty Trust
- Sponsor EIN: 951790021
- Sponsor Address: NANCY GIBSON, LOS ANGELES, CA, 900491694
- Plan Type: 401(k)
- Total Participants: 1,507
- Total Assets: $206.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,507 | $206.5M | $15.3M | $0 |
| 2023 | 1,474 | $171.3M | $13.8M | $0 |
| 2022 | 1,403 | $133.0M | $11.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VANGUARD ADVISERS INC | RECORDKEEPING | $69,881 | — | $69,881 |
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC — RECORDKEEPING
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,881
- Estimated Expense Ratio: 0.034% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $73,756 | — | $3,875 | — | — |
| 2023 | $57,244 | — | $4,650 | — | — |
| 2022 | $52,798 | $48,448 | $4,350 | — | — |