Plan Ledger DOL Form 5500 · updated monthly

The J. Paul Getty Trust403(b)

THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The J. Paul Getty Trust reported $94,318 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 443rd-largest of 9,483 plans among California employers on file, and the 40th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $195137.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$271,470,458
Participants with balances2,074
Active participants1,488
Employer contributions$71
Employee contributions$13,854,758
Employer contribution per active participant$0
Average account balance$130,892
Benefits paid to participants$17,122,852
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$271.5M · 2,074 accts · $71 emplr
2023$234.7M · 2,037 accts
2022$191.4M · 2,013 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,318
Total administrative$94,318
Employer contributions to the The J. Paul Getty Trust plan · 2024
Employer contribution per active participant$0
Median for plans this size$4,294

The J. Paul Getty Trust's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VANGUARD ADVISERS INC · Investment advisory (participants)$78,100
VANGUARD GROUP INC · Consulting · Loan processing$16,218

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$94,318 · 0.04%
2023$78,690 · 0.04%
2022$72,843 · 0.03%
All plans at this employer2
THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN403(b)
THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansArts, Entertainment & Recreation · California
Endeavor Parent, LLC CA$638.0M · 0.08%
Creative Artists Agency, LLC CA$436.8M · 0.04%
United Talent Agency LLC CA$164.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951790021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.