AUMdb

The J. Paul Getty Trust Defined Contribution Retirement Plan

Sponsored by The J. Paul Getty Trust · EIN 951790021 · Plan #003

Total assets
$206M
Net assets
$206M
Active participants
1,507
With balances
2,124

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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) $69,881
Vanguard Group Inc Consulting (general), Other fees $3,875