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Original filing (PDF)20250728190342NAL0004226146001
THE J. PAUL GETTY TRUST
Form 5500
FILING_RECEIVED
THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,507
Accounts w/ balance
2,124
Plan assets (EOY)
$206.5M
Net assets (EOY)
$206.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE J. PAUL GETTY TRUST.
Plan sponsor
Name
THE J. PAUL GETTY TRUST
EIN
95-1790021
Address
NANCY GIBSON · 1200 GETTY CENTER DR STE 400 · LOS ANGELES, CA · 900491694
Phone
(310) 440-6886
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VASQUEZ & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | 23-2811930 | — | RECORDKEEPING | $70K | — |
| VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPING | $4K | — |
Investments
26 direct securities· $212.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company Vanguard Total Stock Market Index Fund Institutional Shares | — | — | — | $37.2M | 18.0% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund;Class K6 | — | — | — | $31.5M | 15.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2030 Fund | — | — | — | $16.9M | 8.2% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2040 Fund | — | — | — | $14.3M | 6.9% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2025 Fund | — | — | — | $13.1M | 6.4% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2035 Fund | — | — | — | $12.6M | 6.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2045 Fund | — | — | — | $11.9M | 5.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2050 Fund | — | — | — | $10.8M | 5.2% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $9.6M | 4.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2055 Fund | — | — | — | $8.6M | 4.2% | |
| Vanguard Fiduciary Trust Company Vanguard Total International Stock Index Fund Institutional Shares | — | — | — | $8.5M | 4.1% | |
| Vanguard Fiduciary Trust Company Vanguard Federal Money Market Fund | — | — | — | $6.4M | 3.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2020 Fund | — | — | — | $5.5M | 2.7% | |
| Institutional Shares | — | — | $5.2M | $5.2M | 2.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2070 Fund ** 676 * Vanguard Fiduciary Trust Company Vanguard Target Retirement Income Fund | — | — | — | $3.8M | 1.8% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2060 Fund | — | — | — | $3.2M | 1.5% | |
| Dodge & Cox Dodge & Cox Stock Fd Cl I | — | — | — | $2.8M | 1.4% | |
| Calvert Investments Calvert U.S. Large Cap Core Responsible Index Fund | — | — | — | $2.6M | 1.3% | |
| Victory Capital Victory Integrity Small-Cap Value Fund; R6 Class | — | — | — | $2.1M | 1.0% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund; P Class | — | — | — | $1.5M | 0.7% | |
| Vanguard Total Stock Market Index Fund Institutional Shares | — | — | $3.7M | $1.3M | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2065 Fund | — | — | — | $1.1M | 0.5% | |
| Conestoga SMid Cap Fund Institutional Class | — | — | — | $1.0M | 0.5% | |
| Principal Funds Principal Diversified Real Asset Fund; Class R6 | — | — | — | $683K | 0.3% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $311K | 0.2% | |
| American Century American Century Global Bond; R6 | — | — | — | $281K | 0.1% |
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