Plan Snapshot
- Plan Sponsor: The J. Paul Getty Trust
- Sponsor EIN: 951790021
- Sponsor Address: 1200 GETTY CENTER DR STE 400, LOS ANGELES, CA, 900491694
- Plan Type: 403(b)
- Total Participants: 1,488
- Total Assets: $271.5M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $94,318 | — | $16,218 | — | — |
| 2023 | $78,690 | — | $13,102 | — | — |
| 2022 | $72,843 | $62,211 | $10,632 | — | — |