Plan Snapshot
- Plan Sponsor: The J. Paul Getty Trust
- Sponsor EIN: 951790021
- Sponsor Address: NANCY GIBSON, LOS ANGELES, CA, 900491694
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 2,129
- Total Assets: $315.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 2,129 | $315.4M | $0 | $0 |
| 2024 | 1,488 | $271.5M | $71 | $13.9M |
| 2023 | 1,451 | $234.7M | $0 | $12.3M |
| 2022 | 1,382 | $191.4M | $0 | $10.7M |
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 | Recordkeeper | $89,113 | — | $89,113 |
| VANGUARD GROUP INC | Recordkeeper | $18,888 | — | $18,888 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,001
- 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 |
|---|---|---|---|---|---|
| 2025 | $16,886,129 | — | $18,888 | — | — |
| 2024 | $94,318 | — | $16,218 | — | — |
| 2023 | $78,690 | — | $13,102 | — | — |
| 2022 | $72,843 | $62,211 | $10,632 | — | — |