The J. Paul Getty Trust Employee Investment Plan
Sponsored by The J. Paul Getty Trust · EIN 951790021 · Plan #002
- Total assets
- $271M
- Net assets
- $271M
- Active participants
- 1,488
- With balances
- 2,074
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc | Investment advisory (participants) | $78,100 |
| Vanguard Group Inc | Consulting (general), Participant loan processing, Other fees | $16,218 |