# The J. Paul Getty Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-j-paul-getty-trust-401k-plan

> The J. Paul Getty Trust's 401(k) plan: 1,507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPING

- [VASQUEZ & COMPANY LLP](https://planprovider.pro/provider/vasquez-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-j-paul-getty-trust-401k-plan)

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